Bank account from Xero not showing on payment types

1)    If you cannot see a "Nominal code" in the dropdown list when editing a "Payment type" ("Settings" > "List management" > "Payment types") then the first thing to try is to go to "Settings" > "Integrations" > "Xero". This will refresh the list of "Nominal codes" in OutOnSite from the Chart of Accounts in Xero.

2)    If the nominal code is still not showing then please check in Xero whether you have set a "Code" for the bank account as this is required.

3)   Login to your Xero account and go to "Settings", then go to "Chart of accounts".
(please check Xero support documentation if you are unsure how to do this)

4)   Click on the bank account and then enter a 3 digit code into the "Code" box, you can pick any 3 digit code as long as it doesn't clash with an existing code.
(see screenshot below)

5)    After you have clicked save in Xero, go back to OutOnSite and go to "Settings" > "Integrations" > "Xero", this will refresh the nominal code list in our software.

6)    You can now go back to "Settings" > "List management" > "Payment types" and edit each payment type to select the correct bank account in the "Nominal code" dropdown.