Objective:

• Update Xero account to include an account code

Environment:

• Clio Web App

Additional Information:

• In order to map payments from Clio to a bank account in Xero, it must include a Code
• Components of an account in your chart of accounts

Procedure:

1. Access your Xero account
2. Click on Settings
3. Select Chart of Accounts
4. Click on the name of the appropriate account
5. Enter a unique code into the Code field
6. Click Save