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Xero

936 bytes added, 04:46, 28 March 2023
<div class="heading">Xero</div>
This page is about the menu {{#fas:cog}} (SETTINGS) APPS & INTEGRATIONS > XERO '''Coming Soon! ''' 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.  To use this integration you will need an account with Xero . Beds24 the normal channel manger fees apply.
= Capabilities =
Beds24 can send invoice information from bookings to Xero.
 
[[Image:Xero_diagram_2.png|300px|link=]]
[[Media:Xero_diagram_2.png|view large]]
 
= Limitations =
You can only connect one Xero account to one Beds24 account, however this account may use multiple organisations.
= Set Up =
'''Step 1: Click the Connect to Xero button'''
Click the Connect to Xero button, log in, and then click "Allow Access". '''Step 2: Select the organisation''' Click allow on "Get Codes" to access the organisations you have set up 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 '''
*If you have multiple tenants, select Set the one rooms for which you want to connect use Xero to"Enabled".
= How it works =
The connection works by creating invoices in xero Xero from booking invoices.
Once enabled for a room, any booking in that room will have a "send to Send To Xero" button on the invoices tab. *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 "Status" is "Draft". You can change it if required.
= Delete Invoices=
If an invoice is sent with the status "AUTHORISED" it cannot be deleted in Xero, only voided.
 
= Limitations =
You can only connect one Xero account, however this account may have multiple tenants.
= Common Errors =
Xero will disconnect your connection after 60 days of inactivity. You will need to go through the connection process again if this happens.
== Disconnect ==
Disable the rooms for which you do not want to send invoice information to Xero, or click the disconnect button to permanently remove the connection.
 <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Note: your Your Xero account is connected to all of your properties, clicking in a Beds24 account. Clicking the disconnect button will disconnect all properties.

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