Using Xero


Xero Settings
Company Settings
  • Revoke Xero Access
    • Revoking Xero access will disconnect all Xero organisations that were connected to eComLedger through your Xero account. This means Xero organisations connected to your company's eComLedger through other Xero accounts, will remain connected. Revoking access will also delete your Xero credentials from our database.
  • Connected Organisations
    • Displays all connected Xero Organisations, who they were connected by and allows you to disconnect organisations.
  • Link Organisation
    • The Connect to Xero button will redirect you to Xero to grant eComLedger access to your Xero organisation.
  • Map Chart of Accounts
    • Work Flow
      • Select which Xero accounts to map to eComLedger Journal rows.
        • Ecomledger automatically recommends accounts and tax rates for each journal row.
        • The Create Account button allows you to create new accounts in Xero to be mapped.
      • The Refresh Accounts button will pull the accounts from Xero anew.
        • This is useful if you decide to create/edit your accounts/tax rate in Xero instead of eComLedger.
  • Post type
    • Select whether journals should be created as drafts or posted directly. By default, journals are posted directly.
  • Post monthly
    • Set whether eComLedger should automatically post journals to your selected Xero organisation on a monthly basis.

Posting Journals