When you select the income account and Xero tracking categories to use for a specific task, your selection overrides the income account and Xero tracking categories configured when setting up the Xero interface.
To update which income accounts and Xero tracking categories are used by one or more tasks:
- On the toolbar click the Settings
icon.
- On the General Settings tab, make sure that the Tasks > Accounting Interface tab is selected.
- Select the required income account status to display:
- Unallocated - tasks that have not been allocated an income account.
- Allocated - tasks that have been allocated an income account.
- All - all tasks regardless of income account allocation status.
- Select the checkbox to the left of the description of each task you want to update.
- Click Allocate.
- In the Allocate Tasks to Accounts dialog, provide the following information.
The Income 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 task.
Category Select a Xero tracking category to use for the task. You can allocate up to two tracking categories to the task.
Option Select a Xero tracking category option to use for the task. You can allocate one option for each tracking category. - Click Allocate.
To unallocate one or more tasks, use the instructions above, but at Step 5 click Unallocate and confirm.