Help centre · Accounts
How do I line up the chart of accounts across all our Xero organisations?
Open this screen in Saral/accounts/accounts-harmonisation
Accounts → Chart of Accounts Harmonisation (/accounts/accounts-harmonisation). 1) Chart tab: every account across every organisation as an organisation-by-account grid, measured against a benchmark — the standard's slot where one exists, otherwise the group's consensus. Green matches; amber differs in name, code or type; empty is missing there. 2) Optionally seed a Standard from the organisation whose chart is closest to right, then edit slots. 3) Click a cell for what differs and the one-click fix, an empty cell to create the account there, or a row to work every organisation at once. 4) Or work the Work queue by kind. Nothing is written to Xero without a click; History records every change. Applying needs the Admin role.
Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.