Mapping Autotask account codes to Xero GL codes
My Accounting Toolbox- > Configuration -> Link Account Codes
Please note our data is cached using a cache server, if you have made changes to your account codes in Xero or Autotask and they are not showing in Cloud Depot. Logout, using the logout link under your name in the top right hand corner then log back in.
Step 1. Setup your default Account mappings
Default account mappings will be used when no account mapping is found under the linked accounts.
Note: Even if you don't use our Purchase Order module you still need to enter a Default Freight and Courier account.
Linking the allocation codes to Xero GL codes
On the left hand drop-down we display a list of Autotask allocation codes and using the link button you can map those to Xero GL codes.
Seeing the mappings in your sync logs
You can review a account code mapping in your sync logs, the example below has no mapping for the allocation code and defaults back to the default sales code.