8/14/2023 0 Comments Xero accounting categories![]() ![]() For example, you cannot drag an Expense account into an Asset account. Keep in mind you must maintain them on the same level of hierarchy. ![]() Drag your Xero accounts and drop them inside the Parent category which you created in Pry.If you already have created an account and it disappeared, click on the Gear icon between the Search bar and your Financial Report and toggle Empty Accounts. Create all your "Parent" categories by right clicking on Expense and clicking +Add Sub-Account.Most Xero users prefer to reorganize Expense accounts, but you are free to do so for Income/Cost of Goods Sold/Assets/Liabilities/Equity accounts as well. Here is an example of an outcome, keep in mind you can customize the parent account to fit your needs:įollow these steps to reorganize your Xero data in minutes. This allows you to gain high level summary of your expenses while also giving you the ability to drill down on your transaction data. With Pry, you can create a roll up summary with your Xero Chart of Accounts data. With the Xero Tracking Categories integration, you can create custom reports based on Classes or filter transactions with those Categories by using the Search field on the Financial Report. Your historical transactions should now contain the Pry tag with the Categories you have synced over. Once you are done mapping all the Xero Categories, make sure the box to Apply Tags to Existing Entries is checked.Use the Pry Tag Management Interface to map Xero Tracking Categories to departments or create a New Pry Tag for the Xero Categories.On the Tag Management Interface, click on Sync Xero.After that, click on the Tags tab followed by Manage Tags. After connecting to your Xero account, head to the Financials tab and click on any cell.If you have skipped the initial connection page, you can go back to Accounts page. Connect to your Xero account during the setup process.Here are the steps to sync Xero Tracking Categories: If you use Xero tracking categories, you are able to import them as Pry tags in order to run reports or filter by Classes. You can also disconnect your Xero connection from your Xero account.To disconnect your Xero connection, go to your Accounts page and click Disconnect from Xero.It will bring all the new updates from your Xero account in real time. If you want to sync with Xero manually, click on the user icon on the top right.We sync with Xero once a day automatically.Your Xero data will now be synced on Pry. Select the organization you want to connect to and click Allow Access.ģ. Click Sync with Xero and follow the Xero authentication process.Ģ.To connect your Xero account to Pry, follow these steps: Any changes on your Xero account will be reflected on Pry when the next sync is triggered. It's a one-way sync from Xero to Pry, Pry does not revert any changes back to Xero. Your chart of accounts and your transactions will be synced to Pry. Pry syncs with your General Ledger on Xero. Once synced, your financial data will be categorized in a familiar manner. Our API is a secure connection that doesn't share password data and can be revoked at anytime via the Xero. Pry integrates with Xero to sync with your accounting data through API access. ![]()
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