Accounting

Manage financial integrations and accounts in the Accounting tab. Connect to Xero or create custom accounts for seamless tracking.

Syncing to Xero

1

Under the Account Actions drop-down, click on Connect to Xero.

2

Log into your Xero account using your credentials.

3

Follow the prompts until you are redirected back to Agencydesk.

4

You can confirm the integration by logging into Xero and going to the Manage App Connections section to verify that Agencydesk has been connected.

Adding Accounts

1

Under the Account Actions Dropdown, Click on the + New Account button.

2

Fill in the following details:

• Account Code: The account code as referenced in your accounting software.

• Account Type: Select the type of account. There are only two options available, namely Sales and Cost of Sales.

• Account Name: Provide a descriptive name for the account.

• Integration Reference: Required by some accounting platforms. This can be the same as the Account Name.

3

Click the Save button to finalise your new account.

Agencydesk currently integrates only with Xero. Support for additional accounting software will be released with future updates.