FAQ
There are a couple of ways you can set the Account Code for an invoice line.
Set the Account Code on Products in Dynamics 365
When creating a new Dynamics 365 Products or editing existing Dynamics 365 Products, you can set an Account Code and the related Tax Rate, as you do on the Xero platform.
Account Codes and Tax Rates are synchronized from Xero to Dynamics 365 every time the Update button is clicked for the Stellarise Connector.
You are still able to manually change the GL Code in the Invoice lines
Selecting a default overall or product-related GL Code doesn’t affect your freedom to change it in the invoice. If for a particular Invoice Line you want to use another GL Code or another Tax Rate, you have the ability to amend it directly in the D365 Invoice!
If you are looking to create Invoices in Dynamics and send them to Xero and then automatically allocate an Account code, then this can be done if the invoices in Dynamics are created using products, which are then synchronized to Xero as Products. You can then in Xero set the default GL Code against these products in Xero and these will be applied to the invoices.