Send Receivable Account to Xero

You can manually send a Receivable Account to Xero.

Introduction

Push Receivable Account to Xero

Introduction

When you might want to send a new or updated Receivable Account record to Xero, rather than wait for the scheduled task to run, you can do this in the Receivable Account record.

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Push Receivable Account to Xero

• Go to Receivables > Receivable Accounts.
• Select the Receivable Account you want to send to Xero.
• On the Details tab, scroll down to the foot of the page.
• Click Push account to xero.

In the Send Accounts to Xero window:

You can overwrite the Account Number in xero if the Contact Name in xero is the same as the Account Description in Lentune. If you want to do this:

• Overwrite account number: Check this field to overwrite the account name, or otherwise leave unchecked.
• Click Send.

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Last updated: 25 May 2023