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Xero- Update Account - Coggle Diagram
Xero- Update Account
[Bot calls API to get tenantID]
GET
https://api.xero.com/connections
[Single Result Found]
[Multiple Results Found]
Please select Tenant name where its to be added:
[Dropdown Menu with TenantName]
<btn> Submit
[Submit]
[TenantID passed in Account API]
[BOT calls API to GET Accounts]
GET
https://api.xero.com/api.xro/2.0/Accounts
Select account, you want to update:
[Drop down with Name and search option]
<btn> Submit
[Submit]
Please provide below details of Account:
Account Type
:[Existing Value] [New Value-Drop down menu with Account type-Name]
<
Latest Account type can be seen here-
https://developer.xero.com/documentation/api/accounting/types/#accounts
>
Code
:A unique code/number for this account (limited to 10 characters)
[Existing Value] [Input Text- Placeholder- New Code here]
Name
:A short title for this account (limited to 150 characters)[Existing Value][Input Text- New Name here]
Description (optional)
:A description of how this account should be used
[Existing Value][Input Text-Placeholder- New Description here]
Tax Type
: [Existing Value] [New Value-Drop down Menu]
<
Latest Tax type here-
https://developer.xero.com/documentation/api/accounting/types/#tax-rates
>
Enable payments to this account
: [Checkbox]
Show in Expense Claims
: [Checkbox]
Show on Dashboard Watchlist
: [Checkbox]
<btn> Submit
[Submit]
[BOT checks if provided Account Name and same code already exists]
[Same Name/Code doesnt exist]
1 more item...
[Same Name/Code exist]
2 more items...
[Result Not Found]
Sorry there are no Xero Tenants available for your account
Anything else?