How to add Xero Accounts Picklist

Fortix systems have Picklists which are selection lists used to populate the Xero Accounts data input field in Xero set up with one of a number of predefined values. This article explains how to create a Xero Accounts Picklist.

Click Xero Accounts tab under FINANCE section in the Picklist page.

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The address bar link is : /?codelists=&cl=project_statuses

The Picklists – Xero Accounts page opens with a list of Xero Accounts. Click Add New to Add another Xero Account.

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Add the new Unique Code and Name of the Account.

To get a list of the options available for Type, Click the down arrow and select the appropriate Ledger Type. Type’s is a hard-coded dataset of account types from Xero.

Click the down arrow in the Profile field and select which company Profile this Xero Account will be visible to.

Refer article How to create a Profile. Only records belonging to the assigned Profile will see the Xero Accounts.

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Click SAVE to commit the changes to the system.