When using ERP integrations like Quickbooks Online or Xero, you are required to assign a default account for payment items that are unmapped to be assigned to. Here, we describe what this is and why it is mandatory.
What is Default Account?
This is an account stored in your ERP system, to which unmapped payment items (or invoice items) will be assigned to by default. You will be prompted to add this when you first set up the integration:
Note: If you don't find the account you're looking for in the dropdown list, click on Refresh data button on the right of your screen. Please allow a few minutes for the data to sync with your ERP system.
You can always change this default account later, in the integrations settings page.
Why is this important?
This is very important in order to proactively avoid data sync failures due to an unmapped payment item. There may be instances where a payment item on Oyster is not mapped to any particular account in your ERP system.
For example, when Oyster adds a new payment item in the invoice after you enabled the integration. The new payment item will remain unmapped unless you take actions to edit the field in the integration settings page. By assigning all unmapped items to the default account, we can prevent invoice sync errors in advance.
How to set or change your Default Account
Head over to the settings page of your integration and click on the Mapping tab. You will be able to change the default account from this page as shown below: