Xero Account Codes Now in ProWorkflow

All our Invoicing customers that use Xero integration would have noticed over the past week that their Xero account codes have suddenly appeared in ProWorkflow, this is was part of the latest update to our Xero integration, which we’ve done in response to Xero changing their invoice layout from line items to a grid format.

So how do I use it?

Well it’s really simple actually, whereas previously your invoices came into Xero with no account code on the invoice (so you had to then select it yourself) you can now do this step on the ProWorkflow side.

All you do is select the invoices you want to send over then click “Send to Xero” (same as previously), but you can see (and override) the account the invoices will come in as using the drop-down list.

Xero Account Selection

Can I change the default account?

Yes you can, by going into XERO Settings in the “ADMINISTRATION” section of ProWorkflow there is an option to change the default account, this simply “primes” the drop-down list by pre-selecting the account you would like, you’re still free to change it per each individual invoice you send through.

Xero Import Settings

Tags: Account, Codes, Connect, Import, integration, proworkflow, Xero