Xero: Nominal codes

Please read the overview article before completing these steps: Xero: Overview

Within the accounting integration, nominal codes are synced to Commusoft. Please read and check the nominal codes are set up correctly. If they are not set up correctly, click here to learn how to rectify the problem.

Locating nominal codes in Xero

1. In Xero, go to 'Settings > Chart of Accounts'.
   
2. Under the all accounts tab, find the appropriate account that you wish to link with the Commusoft account. Or use the other tabs to filter further.
   
   
3. The Code you need to find is listed under the column labelled Code. Make a note of this.

Adding nominal codes (If the code does not exist in Commusoft)

1. In Commusoft, go to 'Settings > System settings'.
   
   
2. Click 'Nominal accounts'.
   
   
3. Use the dropdown and select what type of account you are adding, then a short description (i.e Natwest bank), and select the relevant code in the Third-party accounting code dropdown. (This list has been synced from Xero).
   
   
4. Click 'Add nominal account'.

Linking nominal codes (If the code does exist in Commusoft)

1. In Commusoft, go to 'Settings > System settings'.
   
   
2. Click 'Nominal accounts'.
   
   
3. Click 'Edit' next to the account you want to link.
   
   
4. Select the relevant code in the Third-party accounting code dropdown. (This list has been synced from Xero).
   
   
5. Click 'Save nominal account'.
   

Repeat this process for each nominal account you want to add/link.

Go back to: Xero: Setup accounting integration.