Sync adjustments to Xero
Overview
Find out how to synchronize adjustments with Xero.
Adjustments increase or decrease your level of stock and in turn the value of your inventory.
For example, if you create a positive adjustment because you find unrecorded stock, your inventory’s value goes up. And if you create a negative adjustment because your stock has been stolen or damaged, your inventory’s value goes down.
If you use perpetual method accounting, it’s essential to sync your adjustments to Xero. When you sync a positive adjustment, a matching manual journal is created in your general ledger that debits your default inventory account and credits your default expense account. When you sync a negative adjustment, a matching manual journal is created that does the opposite.
You can only sync adjustments with:
A Completed date,
An Accounting Adjustment Date date, and
A positive or negative Total.
If you use periodic method accounting, you don’t need to sync adjustments as they’re accounted for in stocktakes.
Sync adjustments
Log in to Cin7 Omni.
From the Accounting menu in the navigation, open your Xero integration.
Open the Adjustments & COGS > Adjustments tab.
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In the left-hand column of checkboxes, either:
Select the adjustment(s) to sync, or
To select all adjustments, select the checkbox in the header.
Select Upload Selected (or Upload All).
You’ll receive a notification if any adjustment fails to sync. Find and fix the adjustment on the Errors > Adjustments tab and then re-sync it.
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB