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Assign Xero accounting code to Participants
Assign Xero accounting code to Participants

How to assign a Xero customer to a participant in Care Diary?

Pavi Sidhu avatar
Written by Pavi Sidhu
Updated over a week ago

Steps

  1. Login to the Care Diary login page and go to Participant > Profiles using the left menu. All the Participant profiles are displayed in the List tab. Click on the participant profile you want to assign accounting code to.

  2. Then in the participant profile tab find the accounting code field

  3. Click on the refresh icon to fetch the latest customers from Xero

  4. Once the fetch/sync is successful, you will see a success message

  5. Then search for the customer you want to map this participant to

  6. Then select the customer from the list and hit Save button

  7. That's it. You have successfully assigned a Xero customer to a participant in Care Diary

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