Why Can't I Enter my Bank Account in Tradify under Accounting System Settings?

It is important to make sure that the Bank Account has been set up as a General Ledger Account code in Xero.

To check this in Xero, open the account under Accounting > Chart of Accounts. Check to see if the Bank Account has an Account Code to the left of the Account Name.

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Tradify needs the Account Code to reference the account when posting payments entered on an Invoice.

Click on the Bank Account name to edit the account and enter a General Ledger Account Code in the relevant field.

Then go back to Tradify and go to Settings > Accounting System. You will now be able to select the Bank Account in the appropriate field.

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