Advanced Xero Integration

Posted by Genny Stevens on Dec 1, 2014 1:00:00 AM

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Discover advanced options for integrating your data between Xero and WorkflowMax for more powerful reporting using account codes and tracking categories.

When you first set up the integration you will have selected the account codes for which your sales and cost of sales were to be allocated against in Xero - this is the first layer of mapping available and is the default. This video shows you how to set up different account codes to map between Job Categories and Cost items in WorkflowMax to different account codes in Xero.

For further details, go to the Xero GL account codes and tracking categories topic in the WorkflowMax help centre.

WorkflowMax and Xero - together making your business beautiful.

Topics: Xero integration

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