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
- In Xero, go to Settings > Chart of Accounts.
- 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.
- The Code you need to find is listed under the column labelled Code. Make a note of this.
How do I link a new nominal code? (If the code does not exist in Commusoft)
1. Go to system settings > Nominal accounts
2. Add a Nominal Account > Fill the required details out in the side panel
- 'Nominal account type' - select the required type from the dropdown
- 'Description' - copy/paste the display name from Xero
- 'Third-party accounting code' - select the Xero Nominal Code from the dropdown box.
3. Select the relevant code in the Third-party accounting code dropdown > Save
How do I link an existing Nominal Code? (If the code does exist in Commusoft)
1. Go to system settings > Nominal accounts
2. Click 'Edit' on the right for the nominal group you wish to amend > Edit description if required.
3. Select the relevant code in the Third-party accounting code dropdown > Save