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Split adjustments to different ledger accounts

This article covers the splitting of inventory adjustments into different Xero ledger accounts.

The Xero Integration setup guide outlines the various steps to follow in order to get going with Xero. It covers the basic default settings such as sales, payment, and purchase ledger account settings. Those default settings can be augmented to sync payments and sales to different accounts depending on tax rates, payment gateways, and so on. The following article outlines the steps to follow to sync your payment data to different Xero accounts.

Add an adjustment sync rule

Follow the steps below to add a payment sync rule to your Xero integration.

  1. Under Integrations
  2. Click View Settings under the Xero integration tile
  3. Under Adjustments accounts section, click Add Sync Rule
  4. Choose a condition
  5. Type in or choose a value
  6. Choose the ledger account you want this type of data to sync to
  7. Once you set the conditions and values, Click Add adjustment rule

The adjustment rule allows you to sync inventory adjustment data into different ledger accounts and tracking categories depending on the adjustment reason. 

In the example screenshot above, “Damaged Units” adjustments will be sent to ledger account 855 in Xero with a “Region-Eastside” tracking category.

Remove a payment sync rule

To remove a sale sync rule:

  1. Go to Integrations
  2. Click on Settings on the Xero integration tile
  3. Under Adjustments Accounts, find the rule you want to delete
  4. Click on the cross (❌) symbol next to the rule you created.

Once you are done creating rules and making other changes to your Xero integration settings, you can click on Save Changes.

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