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Accounts Codes

Updated May 5, 20261,257 viewsView on usehalo.com
  • administrator
  • billing
  • accounts
  • deferred revenue
  • accounting

Configuration > Billing > Accounts Codes

Note: If you are using the QuickBooks Online Integration, the accounts code module will not be available. This is because you will not need to create accounts codes in Halo as these will be pulled directly from QuickBooks Online.  

FieldTypeDescription
NameFree TextThe name of the Accounts Code, returned throughout the UI
CodeFloatThe specific Accounts Code, used primarily for billing integrations.
Xero TenantSingle SelectThis single select option is for deciding which Xero Tenant this accounts code can be used for. This is of course only an applicable option for those using the Xero Integration.
Deferred Revenue Accounts CodeCheckboxWhen checked, this code will be used to mark a payment as deferred. The concept of Deferred Payments is explained in the Billing General Settings Configuration settings guide.

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