How to connect chart of accounts in Xero

Linking your chart of accounts ensures that each cost in Planyard is properly categorized when sent to Xero.

1. Open your project and go to Settings
2. Enable the Chart of accounts feature
3. Click Assign accounts
4. Use the table to link budget line-items:
   • Line-item shows your budget items
   • Accounting account lets you assign the matching Xero account
   • Double-click a cell to select an account
   • To bulk-assign, click the cell for a category or subcategory

Tip: Click Auto match accounts to automatically link accounts with matching names in Xero.