Sync preferences
It’s important for accounting staff to review the AccountingLink sync preferences as this will determine how information flows between Sage Construction Management and Xero. The links below provide details for each module.
- Set the following preferences:
- Contact Management preferences, including customers, vendors, and employees.
- Accounts Payable (AP) preferences.
- Accounts Receivable (AR) preferences.
- Tracking categories preferences.
- Tax codes preferences.
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Select Save.