For bank accounts, this field must be No or left blank. Expense claims Specify if the account should appear in the drop-down list of accounts when entering an expense claim receipt. Enter only Yes or No. For bank accounts, this field must be No or left blank. Enable Payments Specify if...
This step allows you to map which account from your Chart of Accounts (CoA) in Xero will be used for handling processing fees. The drop down list populates from all the available expense accounts in Xero. Helcim fees will be visible as a "Spent" transaction in your Helcim clearing accoun...
Create chart of accounts templates to use for client accounts Set up practice staff with access to clientsGather client information Keep the work moving. Ask for what you need and send queries to all your clients and manage them in Xero HQ. Quickly compile client queries, send, and keep trac...
Name Name True string Full name of contact/organisation First Name FirstName string Primary contact first name Last Name LastName string Primary contact last name Email Address EmailAddress string Primary contact email address Accounts Receivable Tax Type AccountsReceivableTaxType string Default ...
Profit and Loss until transfer date Trial Balance until transfer date Balances on your bank accounts Print a list of outstanding invoices of your customers and suppliers per transfer date. Extract the following data for auditing purposes: GST Summary or Details report Account transactions ...
Definition, Purpose, & Subaccount List September 27, 2024 Bill Kimball The reason behind splitting expense accounts up into smaller accounts is for tracking purposes. This organizational method to reviewing expense accounts is invaluable. A different sub-account can be created for each type of ...
When you complete importing the Chart of Accounts check that the Saasu list has every account you need by ticking it off against the Xero Trial balance report list of accounts. Note: Saasu converts Xero account types on import. Fixed Asset > Asset ...
A full list of the SDK client's methods: methoddescription xero_client.authorization_url returns the authorize URL string to send a new user to for API authorization xero_client.get_token_set_from_callback(params) returns and generates a token_set from a temporary code for an authorization_co...
Caseware Announces Acquisition of Extractly.ai January 22, 2025 Blue J and Karbon Launch Strategic Technology Partnership January 22, 2025 AccountsIQ acquires ExpenseIn to solidify its finance software offering for ambitious, mid-market businesses ...
This integration is not as powerful as others in this list, but it can help you to: Sync accounts and contacts; Sync products and invoices; Sync purchase orders; Sync payments and reconciliation statuses. Zoho2Xero costs $50 per organization, but you can save 15% if you go with a yearly...