How can you add an existing Xero organisation to a client record?

Adding an existing Xero organisation to a client record can be accomplished using the overflow menu. In Xero, the overflow menu is a convenient feature that allows users to access advanced options and functions that may not be directly visible on the main interface. When managing client records, this menu can provide options for linking existing organisations, making it easy to integrate the data and management capabilities of the previously established organisation into the new client record.

This method is efficient and straightforward, allowing users to maintain a clear and organized structure for their clients and their associated organisations. The other options do not facilitate this process in the same way. Creating a new client record would mean entering fresh information and not utilizing the existing organisation's data. Contacting Xero support is unnecessary for this task, as it can be performed directly by the user. Deleting the previous organisation would not only fail to link the new record but would also result in the loss of valuable data related to that organisation. Hence, using the overflow menu is the most appropriate and effective way to add an existing organisation to a client record.