To update the Chart of Accounts or Tax Types in Xero, you will need to be logged into your Xero account:
- From there, click on Settings.
- To add a new Account - click on Add Account.
- To edit an existing Account - click on the Account Name.
- Once saved, the next sync between Xero and Re-Leased will update your settings in Re-Leased.
Syncing the updates with Re-Leased
The next automatic sync between Xero and Re-Leased will copy the changes into Re-Leased. To force a manual sync, there are two options:
1. In Settings > Tax Types or Chart of Accounts > Click on the 'Sync with Xero' button.
2. In Settings > Manage Add-ons and Integrations > Click on the 'Sync Tax Types' or 'Sync accounts' button.