Xero: Difference between revisions
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[[Category: | [[Category:Marketplace]] | ||
[[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) | |||
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 | To use this integration you will need an account with Xero. Beds24 normal channel manager fees apply. | ||
= Capabilities = | = Capabilities = | ||
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= 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. | 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 | 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 ''' | ||
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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 | *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. | ||