When you import a chart of accounts into Xero, it replaces the existing categories exactly as per the import file. If you’re importing a chart of accounts, the file you import must be a comma-separated values (CSV) file. You can change the tax rate on the account at any time by editing the accountĮditing an account in Xero Import a Chart of Accounts When you add an account, you can choose the tax rate for the account.
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You can use any code for any account as long as it’s unique. The code is used to group similar or frequently used accounts together in your chart of accounts. Code: Each account has an account code of up to 10 characters.You can change the account type at any time by editing the account. Account type: Each account has an account type, which Xero uses to determine where the account appears in your financial reports.You’ll need to enter the following components to add an account to the Chart of Accounts: Once you have specified the user role and permissions, you can add a personal message if you like, and then click the green Send Invite button at the bottom right. Read Only: These users can view most areas of Xero, but are not able to create or edit transactions, or run new reports.If the advisor is not the subscriber, they will not be able to change the pricing plan or payment details. These are the permissions that you will give your accountant.
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Advisor: Advisors have full access to all areas of Xero.Standard: The standard user has almost full access to Xero, with optional access to cash coding and reports.Invoice Only: This limited role suits users who create quotes and invoices or enter bills, but don’t need access to bank accounts or reports.Available user types include Invoice Only, Standard, Advisor, and Read Only. This includes accountants, who will be invited as an Advisor. You will then be asked to specify the permissions for each user you invite.
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