The Chart of Accounts page allows you to easily view and modify the Chart of Accounts in each Org within your group.
Once you've set an Org to be Primary (see this article for more details), Mayday HQ compares every other Org to the Chart of Accounts in the Primary and shows you where they align and where they differ using a colour-coded grid
In the above example we can see three cases that Mayday HQ is highlighting:
Code
1000
from HQ exists in Australasia Holdings, but it's named differently and has a different typeCode
1002
from HQ doesn't exist in any of the other orgs, represented by the red box and crossCode
610
is 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 Trust
cell prepares that for us:We can use the tools in the left-hand cells to auto-create accounts wherever they are missing:
βClicking "Save Accounts" in the bottom-left will write all the changes into Xero.