Why am I receiving this error message "Account code or ID must be specified"?

Why am I receiving this error message "Account code or ID must be specified"?

Answer

You are receiving this error message because your Accounting Dashboard settings are incomplete. 

 

If you have recently migrated from the legacy accounting module to the new Accounting Dashboard please follow the steps below to resolve this issue; 

  1. While logged in to Cin7 as an Administrator, select Accounting in the left navigation.
  2. Select Xero Dashboard.
  3. Click the Gear icon on the top right side of the screen
  4. Select the 'Settings' tab
  5. Click 'Copy Default Accounts from my legacy module' link

If you are new to Cin7 please follow the steps below to resolve this issue; 

  1. While logged in to Cin7 as an Administrator, select Accounting in the left navigation.
  2. Select Xero Dashboard.
  3. Click the Gear icon on the top right side of the screen
  4. Select the 'Settings' tab
  5. Under the Default Accounts section ensure all drop-downs boxes are populated and not blank.

Once above is done, please follow below to reset error, to move the transactions back to import list

  1. Select Error tab in the Xero Dashboard
  2. Select the respective transaction tab
  3. Tick the transaction/s need to be reset
  4. Scroll down and select Reset All

You will now see the transaction in respective import list tab, ready for import. 

5/26/2020 - Mara