What happens when I remap items to new revenue accounts?

Changing an item's income account doesn't rewrite synced invoices or existing revenue schedules. Maxio's reports use each item's current account, though, and your general ledger's item mappings have to be updated separately.

Important: A Maxio Core Closing Date blocks recasting revenues and invoice line items on or before it. If you've set one, confirm with Maxio Support how your remap will be treated before you start.

Scenario

“We're restructuring our chart of accounts across three entities and need to move items to different revenue accounts. Will that rewrite past invoices or revenue schedules, and will the change carry over to Xero?”

What changes and what doesn't

Effects by area

Choose a bulk method

Choose one of these methods:

• Items > Edit Accounts when many items move to the same account.
• Create and Update Items (CSV import) when each item maps to a different account. Identify existing items by their exact item name.

Both require Admin permissions.

Recommended order

Follow this order when you remap items.

To remap items

1. Confirm the new accounts exist in both Maxio and your general ledger.
2. From Admin, run a backup.
3. Save a record of your current item mappings for comparison.
4. Remap one entity at a time.
5. Review Maxio's revenue reports for a past period and for future periods.
6. Update the matching items in your general ledger.
7. Let the next scheduled sync run, then check Sync Issues.