![]() Income Account = 10002 - Sales - Catering - WeddingsĬost of Sale Account = 20002 - COS - Catering - Weddings You can use specific account codes with each job category, as required. Any account codes you specify in a job category will be used instead of the default (Level 1 above) sales and income accounts. Whenever a job is invoiced, the information specified in the category, such as Xero Tracking Category, Income Account and Cost of Sale Account, is brought across in the invoices that flow through to your accounting system. ![]() The second level of mapping is set up using job categories Job categories are primarily a way to group various types of jobs (or tracking categories in Xero) together for reporting and viewing purposes. If no account mapping is specified at Level 3 (task/cost) or Level 2 (job category), transactions will be coded to Level 1 (the default income and cost of sales accounts). ![]() Mapping of account codes between WorkflowMax and Xero is possible at three different levels. to extend the integration between WorkflowMax and Xero.įor further details, refer to the Xero help article on Xero tracking categories. This would allow you to report on your catering work, broken down by region. For example, you might set up your Catering - Weddings and Catering - Functions job categories so that they use a Xero tracking category called Sales Region. You can use a combination of Xero general ledger (GL) account codes and Xero tracking categories Xero Tracking Categories allow you to report on your financial information at a more granular level in Xero (once your WorkflowMax - Xero interface is set up). your Cost Centre tabs, corresponding to each Department, with their own cost mapping settings.Xero GL Account Codes and Tracking CategoriesĪdvanced Xero integration (2 min 33 sec.).a "Default" view, which lists standard cost mappings between Onfolk categories and Xero codes.This is where your cost centres can be set up and managed. Once synced with Xero, go into your Xero integration page. Understand how cost centres appear in your Onfolk portalįirst make sure you've connected your Xero to your Onfolk portal - if not, you can do this here. □ How to set up tracking categories in Xeroģ. Make sure to follow the same logic used for your Departments! Xero doesn’t have a concept of departments, but instead maps costs according to what they call "tracking categories". ![]() ![]() Once you've set up Departments in Onfolk, it's time to do the same in Xero. This means that if you'd like to set up your cost centres in a certain way, for eg by discipline (Engineering, Ops, Finance, etc) or by team (Business Operations, Internal Product, etc), you'll need to follow the same logic when setting up your Departments. Create your company's departmentsĬost centres in Onfolk mimic how your company's departments are structured. How to configure cost centres in Onfolk 1. ℹ️ We currently only have this integration enabled with Xero, and are building the functionality for Quickbooks. If you don't need cost centres but would like to map your payroll costs to your accounting software (Xero or Quickbooks) - check out our article on how to do this instead. You can set up within your Onfolk portal cost centres which automatically sync with your accounting software. ![]()
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