The Chart of Accounts page allows you to view and modify the Chart of Accounts in each org within your group. Once you've chosen an org to be Primary, Mayday HQ compares every other org to that Chart of Accounts in the Primary and shows you where they align and where they differ.
In the above example we can see three cases that Mayday HQ is highlighting:
Code
1000from HQ exists in Australasia Holdings, but it's named differently and has a different typeCode
1002from HQ doesn't exist in any of the other orgs, represented by the red box and crossCode
610is present in other orgs, so the box is green
We can easily resolve issues in a few ways:
We can click on a specific cell to resolve it. For instance, clicking on the yellow
1000 - Loan - Mayday Trustcell prepares that for us:
We can use the tools in the left-hand cells to auto-create accounts wherever they are missing:
Alternatively, we can edit an account everywhere using the pencil:
Clicking "Save Accounts" in the bottom-left will write all the changes and new accounts into Xero.
Creating new Accounts
Mayday HQ can be used to create a new account across all orgs in one go. First, choose the "Create new account" button in the top-right:
You can then fill in the details:
Hitting "Save Accounts" will create that new account in each of your Xero orgs.
Choosing a new Primary Org
At any time, you can change which org is the Primary using the option in the header row:
Doing this will automatically update the page and compare every org to the Chart of Accounts in that new Primary org.