Add Companies
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- Procore > Project > Project tools > Directory > Companies tab > start typing the company name to check it’s not in there already >
- If it is there, select the company > add to project.
- If it isn't in there > add company (and address if you know it) > Create
- Vendor is automatically set up in OneCore and Xero.
- Let Accounts know that the vendor's bank details need to be set up in Xero.
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