Xero - Revision history

Annette at 18:55, 17 September 2025

2025-09-17T18:55:09Z

← Older revision		Revision as of 18:55, 17 September 2025
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	[[Category:Invoice]]		[[Category:Invoice]]
	[[Category:Automation]]		[[Category:Automation]]

	<div class="heading">Xero</div>		<div class="heading">Xero</div>

	This page is about the menu {{#fas:cog}} (SETTINGS) MARKETPLACE > XERO Direct integration with Xero accounting software. Send us a support ticket if you are interested in beta testing		This page is about the menu {{#fas:cog}} (SETTINGS) MARKETPLACE > XERO Direct integration with Xero accounting software. Send us a support ticket if you are interested in beta testing

2025-09-17T18:54:58Z

← Older revision		Revision as of 18:54, 17 September 2025
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	<div class="heading">Xero</div>		<div class="heading">Xero</div>

	This page is about the menu {{#fas:cog}} (SETTINGS) ~~APPS & INTEGRATIONS~~ > XERO Direct integration with Xero accounting software. Send us a support ticket if you are interested in beta testing		This page is about the menu {{#fas:cog}} (SETTINGS) MARKETPLACE > XERO Direct integration with Xero accounting software. Send us a support ticket if you are interested in beta testing

	Xero is online accounting software which provides business owners with real-time visibility of their financial position and performance in a way that’s simple, smart and secure.		Xero is online accounting software which provides business owners with real-time visibility of their financial position and performance in a way that’s simple, smart and secure.

2025-06-04T10:41:01Z

2024-11-25T08:38:38Z

How it works

← Older revision		Revision as of 08:38, 25 November 2024
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	*The default for the reference number is a combination of the booking number and the Beds24 invoice number (if assigned). The field can not be blank but if you want to you can change the reference.		*The default for the reference number is a combination of the booking number and the Beds24 invoice number (if assigned). The field can not be blank but if you want to you can change the reference.
	*The default for the "Due date" is one month from today. You can change it ~~if required~~.		*The default for the "Due date" is one month from today. You can change the due date for a specific invoice when sending it.
	*The default for the "Status" is "Draft". You can change it if required.		*The default for the "Status" is "Draft". You can change it if required.

2024-09-25T04:56:13Z

← Older revision		Revision as of 04:56, 25 September 2024
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	= Limitations =		= Limitations =
	You can only connect one Xero account to one Beds24 account~~, however this account may use~~ multiple organisations.		You can only connect one Xero account and organisation to one Beds24 account. If you need to connect to multiple Xero accounts or organisations you can use sub accounts.

	You can only send charges, not payments.		You can only send charges, not payments.

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	'''Step 1: Connect Xero'''		'''Step 1: Connect Xero'''

	Click the Connect to Xero button, log in, and then click "Allow Access".		Click the Connect to Xero button, log in, select the organisation you wish to connect to, and then click "Allow Access".

	'''Step 2: Select the organisation'''		'''Step 2: Select the organisation'''

	Click on "Get Codes" to access the ~~organisations~~ you have ~~set up in Xero.~~		Click on "Get Codes" to access the organisation you have connected to in Xero.

	~~If you have have multiple organisations set up~~ in Xero ~~choose the one you want to use for this property~~.

	'''Step 3: Enable the desired rooms '''		'''Step 3: Enable the desired rooms '''

2024-07-22T08:48:55Z

← Older revision		Revision as of 08:48, 22 July 2024
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	Xero is online accounting software which provides business owners with real-time visibility of their financial position and performance in a way that’s simple, smart and secure.		Xero is online accounting software which provides business owners with real-time visibility of their financial position and performance in a way that’s simple, smart and secure.

	To use this integration you will need an account with Xero. Beds24 normal channel ~~manger~~ fees apply.		To use this integration you will need an account with Xero. Beds24 normal channel manager fees apply.

	= Capabilities =		= Capabilities =

2024-07-04T02:26:20Z

Limitations

← Older revision		Revision as of 02:26, 4 July 2024
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	= Limitations =		= Limitations =
	You can only connect one Xero account to one Beds24 account, however this account may use multiple organisations.		You can only connect one Xero account to one Beds24 account, however this account may use multiple organisations.

	You can only send charges, not payments.		You can only send charges, not payments.

2024-07-04T02:26:01Z

Limitations

← Older revision		Revision as of 02:26, 4 July 2024
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	= Limitations =		= Limitations =
	You can only connect one Xero account to one Beds24 account, however this account may use multiple organisations.		You can only connect one Xero account to one Beds24 account, however this account may use multiple organisations.
			You can only send charges, not payments.

	= Set Up =		= Set Up =

2023-03-28T03:46:05Z

Capabilities

← Older revision		Revision as of 03:46, 28 March 2023
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	Beds24 can send invoice information from bookings to Xero.		Beds24 can send invoice information from bookings to Xero.

	[[Image:~~Xero_diagram~~.png\|300px\|link=]]		[[Image:Xero_diagram_2.png\|300px\|link=]]
	[[Media:~~Xero_diagram~~.png\|view large]]		[[Media:Xero_diagram_2.png\|view large]]

	= Limitations =		= Limitations =

2023-03-28T03:39:04Z

Set Up

← Older revision		Revision as of 03:39, 28 March 2023
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	'''Step 1: Connect Xero'''		'''Step 1: Connect Xero'''

	Click the Connect to Xero button log in and then click "Allow Access"		Click the Connect to Xero button, log in, and then click "Allow Access".

	'''Step 2: Select the organisation'''		'''Step 2: Select the organisation'''
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	'''Step 3: Enable the desired rooms '''		'''Step 3: Enable the desired rooms '''

	Set the rooms for which you want to use Xero to "Enabled"		Set the rooms for which you want to use Xero to "Enabled".

	= How it works =		= How it works =