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How to align your Chat of Accounts using Mayday HQ

How to use Mayday HQ to align the Chart of Accounts across your Orgs

Andrea Sellers avatar
Written by Andrea Sellers
Updated over a month ago

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 type

  • Code 1002 from HQ doesn't exist in any of the other orgs, represented by the red box and cross

  • Code 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:
    ​

    Clicking "Save Accounts" in the bottom-left will write all the changes into Xero.

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