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Unapplied Payments / Unapplied Deposits / Undeposited Funds:
Ensure these GL accounts exist in in Xero
- Unapplied Payments
- Unapplied Deposits
- Undeposited Funds
It is important to note that a good knowledge of Xero is required for this, therefore we suggest you work with your Accountant.
From the Chart Of Accounts within Xero, setup the following GL Accounts:
- Unapplied Payments
- Unapplied Deposits
- Undeposited Funds
- Account Type = Current Asset
- Tax = No GST