Adding Unique Codes to your Bank Accounts in Xero

Adding Unique Codes to your Bank Accounts in Xero

Adding Unique Codes to your Bank Accounts in Xero

Overview:

Xero require all accounts to have unique numerical codes associated to them. Xero auto-assign these codes to Sales Accounts, but do not auto-assign to any Bank Accounts added. In order to successfully configure Xero on Expandly, you will be required to add these numerical codes in, prior to attempting to Map your Sales Channels. 

Adding Unique Codes:

1. Log in to your Xero account:

mceclip0.png

2. Click on mceclip1.png and then click mceclip2.png (within the Advanced section)

3. Select the Bank Account(s) you wish to edit the details on and within the Edit popup, add a unique code for the account, within the Code section:

mceclip3.png

4. Click mceclip4.png

5. On Expandly, click mceclip0.png to import any recently added Unique Code information. This will then be available to view on the Bank/Control Account dropdown, to allow you to map and mceclip1.png changes:

 

mceclip2.png

Need more help?

If you need a little extra help, no problem. Contact us, and we'll talk you through the steps. 

Contact Us

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