How to Update Account Names and Codes After Changes in Xero

Where a client has renamed or recoded an account directly in Xero, Zato's mapping needs to be refreshed so it reflects the change.

1. Open the client, then Client Setup, then CoA mapping.

2. Re-sync the chart of accounts to bring the updated account list across.

3. Use the Needs review filter to find any accounts affected by the change.

4. Correct or confirm the Parent Account mapping for anything that needs it.

How to access: Client Details, then Client Setup, then CoA mapping.