Map report codes to your client's chart of accounts

Map practice-wide report codes to each of your client's chart of accounts for more detailed and accurate report templates and advanced business performance ratios.

Report codes are only available for Xero partners.

Edit report code mapping

To map accounts to different report codes:

  1. In the client's organization, go to the Advisor menu and click Report Codes.
  2. Select the checkboxes to the left of the accounts you wish to map to a single report code.
  3. Click Edit Mapping.
  4. Click a report code to view the codes underneath it, one level at a time. Review the report code descriptions on the right-hand pane.
  5. When you have selected the report code that best matches the accounts you are mapping to, click OK.

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