The latest update to the OrderEZ - Xero integration: Chart of Account and tracking categories mapping on the product and supplier level. This will allow you to capture more details in your Bills to Pay and correspondingly get more detailed financial reports from Xero to get a clearer picture of the health of your business.


tl;dr - Mapping COA and Tracking Categories

(1) Ensure that the required accounts and tracking categories are set up in Xero, and the integration between OrderEZ and Xero has been set up

(2) Bulk update the account and tracking categories mapping for products and suppliers in the Xero integration page

(3) The updated mapping will override the default COGS account selected in the Account Info tab


Setting Up

Navigate to the Xero integration page by clicking on the top right corner, then select "Group Settings". Click on the Outlets tab and select the Outlet, then click on the Integrations tab and Xero.

Select the checkbox next to the products you want to bulk update, then click on "Update Products" on the bottom right corner. Do make sure that the account/tracking categories have already been set up in Xero prior to this step.

Similarly, for Suppliers, select the checkbox next to the Supplier, then click on "Update Supplier" to bulk update the account mapping or tracking category of the Supplier.

How does it look like in Xero?

If no additional mapping of accounts/tracking categories is set up, the default account selected in the Account Info tab will be used when the draft Bills to Pay flows from OrderEZ to Xero.

Where additional mapping of accounts/tracking categories is set up on both Product and Supplier levels, the one set on the Product level will take precedence.

Where additional mapping of accounts/tracking categories is set up, it will override the default setting. This will give you the flexibility to accurately capture the COGS account/tracking categories of products, especially if you buy a variety of products from the same supplier.

You can set the account/tracking categories back to the default settings with the same steps above.

Did this answer your question?