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Created by Andrew Ardron
Created on Oct 16, 2018

Unable to see "Acccount Code" on sales ledger when using Xero Integration

In Xero you can confirm an "Account Code" (e.g. ABAP01) to represent a customer/supplier however you cannot see that in the CRM when viewing a sales ledger. 

https://www.useloom.com/share/4b6707db44dd4300920e11957fd8101d 

  • ADMIN RESPONSE
    Jan 22, 2019

    Our Xero integration works differently to the older onpremise accounts systems because it's "Accounts Code" is optional, and there for compatibility with older systems. 

    We could add an option to the Xero Integration to decide whether to display codes or descriptions, however Xero's integration recommendations are to display names only.

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