Assigning Default Xero Accounts to Projects and Tasks

Introduction

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 allocation process and reduce the need to double handle invoices in Xero it is possible to set up a default Xero account for each Project, and for each Task or Subtask.

Setting Default Xero Accounts

• In your newly created Project navigate to Project Settings 

• In your Project Settings you will see the Xero account option 
• By selecting the dropdown box you will be able to allocate the applicable Xero account code to this Project

• All Tasks generated or manually created will inherit this Xero account code

Overwriting your Xero account code on a Task level 

• The Xero account code can be overwritten on a task if a different Xero account code is required
• Select your Task and navigate to your Task Settings 
• Select the dropdown box under the Xero account
• Select and apply the applicable Xero account code for this task

• All subtasks of the parent task will inherit the new Xero account code applied 

Overwriting your Xero account code at allocation 

• When allocating bills to your Project, they will inherit the Project level Xero account code. However, if you are allocating down to a Task that has a different Xero account code, this will be inherited. 
• You can overwrite these Xero account codes at the allocation stage 
• when allocating, select Overwrite Account 

• By selecting Override account a dropdown box will appear with your Xero account codes. Select the applicable Xero account code for this allocation.

What's next? 

Click here to learn how to manage your bills and send them to Xero.