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With Infocare Solutions' Xero integration, your Product Ledger Codes need to be mapped with your Xero Account and Xero Tax classifications. This means that any transaction associated with this ledger code will be imported to the correct code in Xero.


To map your Product Ledger Codes with your Xero Account and Xero Tax classifications, you need to access the Xero Configuration page from Infocare via: Billing menu > Xero > Xero Configuration.


NOTE: Infocare will only display a product Ledger Code if it is currently or has been utilised in a “committed transaction”. A situation may arise where you find one or some products are not available in the Xero Configuration page, this is because you need to ensure you have checked and committed any transaction that may be uncommitted that utilises the product(s).


For the existing Products that have been mapped to Xero, they will have a Xero Account and Xero Tax field completed, while for products that have not been mapped, the Xero Account and Xero Tax fields will be blank.


To map your Infocare Products Ledger Code to Xero, you need to select the Xero Account and Xero Tax classification for each of the products Ledger Codes.


Aside from mapping each of the Products Ledger Codes to the correct Xero Account and Xero Tax classifications, Infocare also provides the option to map the Product to the default Xero Account and Xero Tax classifications via the Product option All Other Codes. If you find there are unmapped products and you want to map those to the default, just leave the Xero Account and Xero Tax fields blank.



For further information or assistance please call

0508 INFOCARE (0508 463622) or email help@infocaresolutions.co.nz