Adjusting the mapping between Xero accounts and LivePlan

Note: The mapping interface is only accessible if you are connected to an accounting solution. Also, it's important to know that the account owner and any contributors who have access to the Dashboard can make changes to mapping. 

If you started a company file by connecting LivePlan with your accounting solution, then the software automatically created a starting set of forecast categories for you. It also mapped those forecast categories to your Xero chart of accounts, so that the two sets of data can be compared side by side.

Note: If your chart of accounts contains any accounts that don't have data in them, LivePlan will ignore those accounts during the import.

If you later make changes in your Xero chart of accounts or your LivePlan forecast, then you'll need to update the mapping between them so your data comparison stays accurate.

Updating mapping after changing your chart of accounts

If you make changes to your chart of accounts in Xero, such as adding, removing, or re-naming accounts, then you'll need to re-sync Xero with LivePlan.

1. Click the Sync Now link, near the top-right of your LivePlan window.
   
2. After re-syncing, click the Mapping link to go to the Mapping page:
   
3. Your updated chart of accounts should now appear on the left side of the Mapping page:
   
4. At this point, you can use the drop down menus on the right side of the page to make any adjustments to the forecast categories connected to your chart of accounts:
   
5. Click the Continue button at the bottom of the page:
   
6. Proceed through the remaining pages of the mapping interface:
   
7. At the bottom of the last page, click I'm Done to save your changes:
   

Updating mapping after changing your LivePlan forecast

If you have added, removed, or re-named any of the categories in your LivePlan forecast, then you may need to update the mapping between these and your Xero chart of accounts.

1. Click the Mapping link near the top-right of your LivePlan window to go to the Mapping page:
   
2. The drop-down menus on the right side of the page represent your forecast categories. Click on any of these menus to update how these forecast categories are mapped to your Xero chart of accounts:
   
3. Click the Continue button at the bottom of the page:
   
4. Proceed through the remaining pages of the mapping interface:
   
5. At the bottom of the Liabilities page, click I'm Done to save your changes:
   

Adding revenue streams, direct costs, or expenses during mapping

While you are mapping your accounts, you may discover that a revenue stream or expense exists in your Xero chart of accounts that doesn't exist in your LivePlan forecast yet. This is no problem. You can add the revenue stream or expense from the mapping screen instead. However, don't forget that you'll need to go back into your Forecast tab later and enter the data for that added revenue stream or expense.

To add a revenue stream, direct costs, or expense from the mapping view:

1. Next to the Xero account that you want to map to the new revenue stream or expense, click Choose a destination.
2. From the list box, choose Add new revenue stream (or Add new expense, if you are on the Expenses tab):
   
3. In the overlay that appears, enter a name for the new revenue stream or expense:
   
4. Click Add.
5. The newly added revenue stream or expense will be automatically mapped to the desired Xero account.
6. Remember to go back into your Forecast tab to enter the data for the newly-added revenue stream or expense.