AccountingLink for Xero - Sync Preferences

It is important for accounting staff to review the AccountingLink Sync Preferences since this will determine how information flows from Sage Construction Management and Xero. The links below provide details on each setting.

Note: To use the Sync Preferences, you need to log in to Sage Construction Management as an Admin.

Contact Management

• Contact Management

Accounts Payable

• Default Bank Account
• Job Cost Codes AP Linking
• Bill Type Linking Rules
• Misc. Expense Payment Types Linking Rules
• Subcontract Invoice Retainage (ie Holdbacks)

Accounts Receivable

• Job Cost Codes AR Linking
• Prime Contract Invoice Retainage (ie Holdbacks)

Tax Codes

• Tax Codes