Objective:
- Update Xero account to include an account code
Environment:
- Xero
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:
- Access your Xero account
- Click on Accounting
- Select Chart of Accounts
- Click on the name of the appropriate account
- Enter a unique code into the Code field
- Click Save