All Collections
Synergy Help
Connect & Add-ons
Specific Xero account - payment type mapping
Specific Xero account - payment type mapping
Updated over a week ago

Map each of the payment types within Synergy to a bank account within Xero. A different bank account can be chosen for each payment type used in Synergy, to allow you to send different types of revenue to different bank accounts in Xero. These mapping options are shown only when payments are exported from Synergy to Xero using the specific Xero account option.

The Synergy payment types are setup in Organization > Settings > Project lists > Payment types. Each active payment type is shown in this panel. Assign a Xero bank account to all the payment types shown in the list before running Connect.

This payment drop down list is generated by your Xero database. The Xero account column shows all accounts within Xero > Chart of Accounts, which are either a Bank account type, or are another type of account which has been marked with the 'enable payments' option.

Tip: Payment accounts are setup within Xero using the Xero > Settings > Chart of accounts function.

Did this answer your question?