Xero: Difference between revisions

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[[Category:~~Apps~~]]

[[Category:Marketplace]]

[[Category:Invoice]]

[[Category:Automation]]

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.

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

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

= 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".

= 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.

= 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.

= 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.

~~You can use [[Integromat.com|Integromat]] (~~{{#fas:~~cog~~}} ~~(SETTINGS) APPS & INTEGRATIONS~~ > ~~INTEGROMAT~~ to ~~set up~~ a ~~connection with Xero~~. ~~For more information see here: https://www.integromat.com/en/integration/3440-create-a-xero-invoice-from-new-beds24-booking~~.

<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.

@@ Line 1: / Line 1: @@
-[[Category:Apps]]
+[[Category:Marketplace]]
 [[Category:Invoice]]
 [[Category:Automation]]
+<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
+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 =
+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 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.
-<div class="heading">Xero</div>
+= 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".
+= 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.
+= 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.
+= 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.
-You can use [[Integromat.com|Integromat]] ({{#fas:cog}} (SETTINGS) APPS & INTEGRATIONS > INTEGROMAT  to set up a connection with Xero. For more information see here: https://www.integromat.com/en/integration/3440-create-a-xero-invoice-from-new-beds24-booking.
+<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.

Xero: Difference between revisions

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