Assigning Default Xero Accounts to Jobs and Subheadings
Below you will find a video and step by step guide.
This article will assume that you have already connected your Xero Organisation. Click here to learn about connecting your Xero Organisation.
To speed up the Job Tracking process and reduce the need to double handle invoices in Xero it is possible to set up a default Xero account for each job, and for each Subheading.
Setting Default Xero Accounts
1a. When creating a new Job, the first thing you need to do is enter the Job details (such as name and address). At this time, you can also pick a default Xero account.
1b. If your job has already been added to Job Tracking, simply select it under the Configuration section and choose Jobs to bring up your list of jobs.
2. Click Edit Job Details on the top right.
3. Click in the Xero Account box to assign the desired default Xero account for this job.
4. You can also click any subheading in the list and select the default Xero Account for the subheading. This will take precedence over the Job setting.