SFX Setup - default settings

SFX Setup - default settings

<SFX Setup> tab allows you to manage the below 

 

  1. Configure Xero default Account/Tax/Payment mapping
  2. Add Multi-Xero orgs
  3. Sync Xero Invoices
  4. Sync Credit Notes 
  5. Sync Salesforce Products to Xero
  6. Sync Configuration

 

Configure Xero default Account/Tax/Payment mapping

 

This section allows you setup default account, tax and payment accounts. Enabling this will automatically populate data in the Invoice/Bills layout while creating a new Invoice/Bills manually




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