To continue using Xero Sync, you will need to reauthorize your account again. Note: If you wish, you are able to detach Workshop Mate from your Xero Organization by clicking the "Unauthorize" button. Once you have successfully mapped every required account type to your Xero Organization Accounts by clicking the "Save Changes" button, you are able to access the "Sync Now" button which will redirect you to the next part of the process.Workshop Mate is able to generate a Bank Account (and other default ) for you automatically by clicking Click here. Brand new Xero Organizations by default do not contain a valid Bank Account, which is necessary for payments. It is recommended to use Workshop Mate Xero Accounts, but it is not required. Inventory Stock On Hand Workshop Mate (Current Asset Account, Code 600).Expense Account Workshop Mate (Expense Account, Code 300).Sales Account Workshop Mate (Sales Account, Code 200).Bank Account Workshop Mate (Bank Account, Code 10).Workshop Mate is able to create default accounts for you if requested.To setup the Xero Mapping go to Settings > Xero > Xero Mapping.Ĭlick here for detailed information on Account and Tax Rate Mapping.For Workshop Mate to synchronizing payments with your Xero Organization, it requires the Accounts that your Xero Organization uses for its payments.
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