How to Synchronize Accounting Code with Xero

This guide shows you how to synchronize your Xero Chart of Accounts with NeuHR so that Xero accounting codes are available when approving claims.

Steps

1. Navigate to Settings → Claims

   From the sidebar, click Settings to expand the menu, then click Claims.

   

2. Click the Accounting Code tab

   On the Claims settings page, click the Accounting Code tab.

   

3. Click Synchronize with Xero

   On the Accounting Codes page, click the Synchronize with Xero button.

   

4. Confirm the import

   A confirmation dialog will appear. Click Import to proceed with importing all accounting codes from your Xero Chart of Accounts.

   

5. Accounting codes synchronized

   NeuHR will import all accounting codes from Xero. A success message will confirm the synchronization, and the Accounting Codes list will update to include all codes from your Xero Chart of Accounts with Source set to Xero.