Difference between revisions of "Xero"
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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 | + | 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 |
| − | To use this integration you will need an account with Xero Beds24 | + | 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 manager fees apply. | ||
= Capabilities = | = Capabilities = | ||
Beds24 can send invoice information from bookings to Xero. | Beds24 can send invoice information from bookings to Xero. | ||
| + | |||
| + | [[Image:Xero_diagram_2.png|300px|link=]] | ||
| + | [[Media:Xero_diagram_2.png|view large]] | ||
= Limitations = | = Limitations = | ||
| − | You can only connect one Xero account to one Beds24 account, | + | 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. | ||
= Set Up = | = Set Up = | ||
'''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 | + | '''Step 2: Select the organisation''' |
| − | + | Click on "Get Codes" to access the organisation you have connected to in Xero. | |
'''Step 3: Enable the desired rooms ''' | '''Step 3: Enable the desired rooms ''' | ||
| − | + | Set the rooms for which you want to use Xero to "Enabled". | |
= How it works = | = How it works = | ||
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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 today. You can change it | + | *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. | ||
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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. | 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> Your Xero account is connected to all of your properties | + | <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Your Xero account is connected to all of your properties in a Beds24 account. Clicking the disconnect button will disconnect all properties. |
Latest revision as of 09:38, 25 November 2024
This page is about the menu (SETTINGS) APPS & INTEGRATIONS > 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.
To use this integration you will need an account with Xero. Beds24 normal channel manager fees apply.
Contents
1 Capabilities
Beds24 can send invoice information from bookings to Xero.
2 Limitations
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.
3 Set Up
Step 1: Connect Xero
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
Click on "Get Codes" to access the organisation you have connected to in Xero.
Step 3: Enable the desired rooms
Set the rooms for which you want to use Xero to "Enabled".
4 How it works
The connection works by creating invoices in Xero from booking invoices.
Once enabled for a room, any booking in that room will have a "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 the due date for a specific invoice when sending it.
- The default for the "Status" is "Draft". You can change it if required.
5 Delete Invoices
Invoices can only be deleted within Xero
If an invoice is sent with the status "AUTHORISED" it cannot be deleted in Xero, only voided.
6 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.
7 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.
Your Xero account is connected to all of your properties in a Beds24 account. Clicking the disconnect button will disconnect all properties.
