New option set default payment accounts - XERO sites only

Created by Datapel Integration, Modified on Tue, 3 Jun at 3:02 PM by Datapel Integration

Set default payment accounts - Xero

Description

This document explains an addition of a default account in the preferences.

These accounts must be valid accounts in Xero but are only used if there is no specified account linked to the payment method or if the specified payment method account is invalid.

Workflow Restriction

(Only available to update when logged in as admin@datapel.com).

Example:

NOTE: These must be of type "bank" in the account list.

https://help.datapel.com/en/articles/6274719-wms-preferences-replication
(Note: This applies to Xero Accounting integrated workspaces only)
https://help.datapel.com/en/articles/6290308-setting-up-payment-methods-with-xero

New option set default payment accounts - XERO sites only

Set default payment accounts - Xero

Description

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