Report ID: 1245
Location: Reports > List > Account
This report will list mappings between Emersion Accounts and Xero Contacts.
You can search for all Emersion accounts, a "fuzzy" name, or a specific account ID by using the Account Name or ID input filter.
You can optionally display only Emersion Accounts without a link, with a link or both by using the Xero Mapping input filter.
Licensing
This feature is available to subscribers of the following:
- Emersion Core
- Optional Modules (Xero Integration Module)
- Optional Features
- Upon Request (please contact your Account Manager)
Access Controls
Some reports require tuning on a specific module permission or power. These are provided below.
Module Permissions
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Related Service Type
This report is not related to any specific service types.
Report Fields
Field name | Description |
---|---|
Account Id | The ID of the Emersion account |
Account Name | The name of the Emersion account |
Xero Guid | This is the GUID (Globally Unique Identifier) of the Xero Contact Emersion uses this GUID to link the Emersion Account with the Xero Contact |
Xero Contact Name | The name of the Xero Contact within your Xero Company Note: If at any time the Xero Contact name is changed, Emersion will not automatically update the stored name |
Preactive Service Count | The amount of PreActive Services on the Emersion Account |
Active Service Count | The amount of Active Services on the Emersion Account |