Skip over Autotask Invoices

The instructions below show you how to setup the My Accounting Toolbox system to skip over predefined accounts using the User Defined Field in Autotask.

Step 1

Create a User Defined Field in Autotask called XeroNoSync

Name: XeroNoSync

Description: User to define how they want to describe

Required: Optional

Sort Order: 1

Field Type: List

List Values:

Don't Sync : true
Allow Sync: false

Default Value: Either allow sync or don't allow the sync to be your default

You can use any descriptions you prefer, however the stored values must be either true or false

Step 2

From the CRM feature - Open the Account of the customer you wish to automatically skip in the sync process, then select Edit.

Step 3

Under User Defined look for the field XeroNoSync that you created earlier set the value you match your requirements.