Manage GL Accounts

Currently, WorkGuru will sync the current general ledger (GL) account list  in full from Xero.  If you need to add, remove or update the accounts, these need to be done in Xero and re-synced with WorkGuru.   What you can manage in WorkGuru is the visibility of the GL accounts synced from Xero.

From the accounting settings dashboard (Accounting -> Settings) click on the Manage GL Accounts link.

The manage GL Accounts dashboard will then allow you to select GL accounts and Toggle Active Status of accounts that are not required in WorkGuru.   You can search the list on GL account number or name.