Use the drop-down mapping menu next to the SAVE button to navigate to other areas of your account mappings. These menus include:
Capital Assets Mapping
Long Term Debts Mapping
Share Capital Mapping
Use these menus to manage and monitor your historical data from Xero and to make modifications when necessary. In the "Category" column, you can identify which account comes from Budgeto or your Xero historical.
Q:"I am having issues connecting Xero to Budgeto"
A: This can happen for one of 3 reasons:
There is a technical issue on Xero's end. Sometimes, their platform might be down, which can halt the synchronization process. Although unlikely, it still happens in the software industry. Make sure to check their social media accounts for updates.
You do not have the permission rights to connect to the Xero platform. Make sure with your employer that you are approved with "manage" rights to use the Xero platform.
There is an issue in the Budgeto and Xero communication link.
Now that you have completed your synchronization with yourXero account with Budgeto, it's time to fill out your budget. It's important to focus on your company's FUTURE and what's to come so you can be better prepared and have everything laid out for you. This is why at this stage we are asking you to fill up forms rather than extrapolate the past. We want you to think differently, we want you to plan for what you have never done.
That's why it is critical to have a solid understanding of your financial projections. Get started with these articles from our Knowledge Base: