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How to set individual Xero account codes for products and services

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Xero is an online accounting system, that integrates with Timely to help you manage your financial transactions. When you connect Xero to your Timely account, we'll automatically make sure that your Timely invoices, and any associated payments, are synced across to your Xero account. So you only have to enter your sales information in one place! 
 

When you connect your Timely account to Xero, you can choose a default Sales account that all your invoices are automatically synced to. You can also set different Xero account codes for your individual services and products which makes it easier to track those sales in Xero. In this guide, you will learn how to set individual Xero account codes for your products and services.

 

 

How to update the default Xero account

If you want to change the default account that all invoices use, then this can be edited at any time. Updating this will only apply the new sales account to any new sales. Any sales raised before the change was made will use the previous Xero sales account. To update the default Xero account:
 

1 Head to setup > integrations (formerly add ons) from the main menu.

 

2 Click configure next to the Xero integration, and then the edit settings button.

 

3 You will see the Xero settings tab. If you have multiple organisations synced with Timely, you need to select the organisation in Timely under connected: Xero organisation.

 

4 Next set the default sales account for invoices.

 

5 When you are ready, click save to apply your changes.

 

 

How to change the Xero account for a service

1 Head to setup > services from the main menu.

 

2 Click edit next to the service/class.

 

3 Find the service details section and choose the sales account you want to use under Xero account.

 

4 When you are ready, click save to apply your changes.

 

 

How to change the Xero account for a product

1 Head to setup > products.

 

2 Click edit next to the service/class.

 

3 Find the product details section and choose the Xero account you want to use.

 

4 When you are ready, click save to apply your changes.

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