Adding Xero account codes to the Xero schedule

In order to import transactions from Xero, you must inform infoodle from which bank account you want to import transactions from, and from that bank account which account codes. Generally we recommend that you only import your income account codes into infoodle and not your expense account codes. You can select 1 bank account, 1 or more account codes and a date you want to start importing from to add to the schedule. Infoodle will add or update depending on whether the combination is already listed.

How to add account codes to the Xero Schedule:

1. Click Finance on the Navigation Menu.
2. On the Transaction processing screen click on Configuration and then Xero Schedule.
3. On the Scheduled Activities screen click Add to add more Account codes.
4. Click Review Account code types.

5. Select all the account code types that you wish to include. Generally we recommend that you only import your income account codes into infoodle and not your expense account codes. Make sure that you select all the account code types that you wish to import as this will replace your current list. This will bring down an updated list of all the Xero account codes.

6. Click Save.
7. Select a bank account on the left and one or more account codes on the right.
8. Select the date from which to import from and click ADD. Infoodle will add or update the Scheduled activities list, depending on whether the combination is already listed.
9. When you save a new combination - infoodle will check to see if there are any of these transactions already downloaded from Xero, but not imported because the combination didn't previously exist. If any are found, infoodle will prompt you to ask if you want to reprocess these. Click Yes to mark them to reprocess next time infoodle connects to Xero.