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, click the bell/flag icon in the black navigation bar, and click Start sync.