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Xero bank accounts for stock movements

You will need to add Xero bank accounts preferences to CRM on your sync settings page.

When exporting stock adjustments (Stocktakes, Stock Adjustments and Work Orders) from CRM to Xero, we create supplier invoices and supplier credit notes. When this happens, the quantities and values of stock are being adjusted; the purpose of these bank accounts is to select a destination in Xero for the value adjustments to be posted.

To set these bank accounts up correctly in Xero for use in CRM:

  • Create and manage you bank accounts in Xero from Accounting > Bank accounts.

  • You then need to give the bank accounts a code, to do this, go to Accounting > Chart of accounts.

  • Select and open a bank account and populate the Code box and then save your changes. You will need to repeat this process for each bank account you will be linking to CRM.

  • Come into your Xero integration sync settings page in CRM and account the relevant bank account to each area and click on Save to apply the changes.

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