Understanding Item and GL Account Codes (Xero Integration)

Overview

JobFlow can trigger either your item code and/or GL Code to show in Xero on your draft invoice.

Where can I set the item/GL account codes?

• Tasks: When creating a job template (in Settings)you can select the item/GL account code on the task line.
• Services, Products, Materials: In settings, under stock you can select the item/GL account code from the stock list.

Where can I change the item/GL account codes if different to normal for one job?

·Reviewing a Job for Invoicing: when a the job status is “Review” you will be able to see the item and GL account code in the job details. Check and change these here before changing the status to “Invoice”

What happens if my Code changes in Xero?

You will get a message in JobFlow to say that code cannot be found and the option to “clear” or “highlight” the codes – the latter are highlighted in a red font.

Do I have to select both the item code and the GL account code?

No, the item code alone is enough in most cases. The Item code (without the GL account code) in JobFlow will pass through to Xero, Xero will then call up and show the GL account Code.

Only enter the GL account code if you are not using item codes or you would like the line item to go through to another GL Code (a different GL Code to what the item code would use)