Set up a ledger account without Xero configured

To set up a ledger account without Xero configured:

1. Click  Set Up in the sidebar.
2. Click Accounts.
3. From the Accounts tile, click Configure.
4. Click New Ledger Account. The Account window displays. 

   

   The Account window displays. 

5. Specify the details for the account.
6. Click Save. 

Set up a ledger account with Xero configured

To set up a ledger account for Xero:

After you’ve integrated Xero with vintrace, you can link your Accounts in vintrace to Xero.

1. Click  Set Up in the sidebar.
2. Click Accounts.
3. From the Accounts tile, click Configure.
4. Click New Ledger Account. The Account window displays. 

5. Specify the details for the account.
6. Click next to the Account Code.

7. Select a Type from the list to filter the Xero Accounts by this Type.

8. Select the Xero Account you want to use.
9. Click Save. 

For details on setting up default accounts, refer to our Setting Up Default Accounts article.