When you select the income/cost of sale accounts and Xero tracking categories to use for a specific cost, your selection overrides the income account and Xero tracking categories configured when setting up the Xero interface.
To update which income/cost of sale accounts and Xero tracking categories are used by one or more costs:
- On the toolbar click the Settings
icon.
- On the General Settings tab, make sure that the Costs > Accounting Interface tab is selected.
- Select the required income account status to display:
- Unallocated - costs that have not been allocated an income account.
- Allocated - costs that have been allocated an income account.
- All - all costs regardless of income account allocation status.
- Select the checkbox to the left of the name of each cost you want to update.
- Click Allocate.
- In the Allocate Costs to Accounts dialog, provide the following information.
The Income Account, Cost of Sale Account, Category and Option fields are populated as drop-down lists only if is linked to your Xero accounting system.
Field Description Income Account Select an income account to use for the selected cost.
Cost of Sale Account Select an expenses account to use for the selected cost.
Category Select a Xero tracking category to use for the cost. You can allocate up to two tracking categories to the cost.
Option Select a Xero tracking category option to use for the cost. You can allocate one option for each tracking category. - Click Allocate.
To unallocate one or more costs, use the instructions above, but at Step 5 click Unallocate and confirm.