Link an Existing Client to a Xero Organisation

Digita Accounts Production Advanced enables you to link an existing client to a Xero organisation.

This process links the current period, if you also wish to link comparative periods then these must be created first in Digita Accounts Production Advanced.

Link an existing client to a Xero organisation as follows:

1. Select Financial Period| Link with Xero to access the Synchronise with Xero dialog.
2. Click on the Synchronise button, acknowledge the message as to whether you wish to map Xero account codes to internal account codes or not, and click the link to select the Xero organisation you wish to link to.
3. Click Authorise from within Xero.
4. Return to Digita Accounts Production Advanced, the client is now linked to the organisation in Xero.

Prior to v6.29 platform: Once you have linked and view your journals you will see an extra journal labelled 'Xero Sync Internal - DO NOT DELETE'. This journal is created to aid the manual journal synchronisation process and contains opposing entries of all manual journals, it should not be removed or altered in any way.