Difference between revisions of "Kashflow.com"

From Beds24 Wiki
Jump to navigation Jump to search
Line 28: Line 28:
  
 
  Note: If you are using the old version of the dashboard click on the "Try it" link. If you want to change back to the old version click on the hamburger menu and then on "Original Dashboard".  
 
  Note: If you are using the old version of the dashboard click on the "Try it" link. If you want to change back to the old version click on the hamburger menu and then on "Original Dashboard".  
 +
 +
=== Currency and Conversion===
 +
 +
Values will be sent to Kashflow in the currency specified in the Kashflow currency setting.
 +
 +
A multiplier can be specified to adjust the values, template variables such as [CONVERT:USD-EUR] can also be used as the multiplier.
  
 
=== Delete Invoices===  
 
=== Delete Invoices===  

Revision as of 09:45, 29 November 2016

This page is about the menu SETTINGS->CHANNEL MANAGER->KASHFLOW

Beds24 integrates with Kashflow accounting software. Click here to get a Kashflow account.

1 Capabilities

Beds24 can send invoice information from bookings to Kashflow.

2 Set Up

2.1 Kashflow

  • Allow API access. For instructions how to do this see the Kashflow help.

2.2 Beds24.com

  • Enter your Kaschaflow username and password for API access
  • Enable the rooms for which you want to send bookings to Kashflow

3 Use

The connection works by matching the invoice number in Beds24 with the invoice number in Kashflow.

If the invoice number is already used Kashflow will assign the next available number. In this case the invoice number in Beds24 will change to the number Kashflow assigned so the numbers stay synchronised.

3.1 Sending Invoice Data

1 From the dashboard: Add the component "Kashflow" to your dashboard. You can then then tick "Send" to send the booking invoice to Kashflow.


2. From the booking: Open the booking. Once you have assigned an invoice number you will see "Send to Kashflow" button on the "Invoice" tab.

Note: If you are using the old version of the dashboard click on the "Try it" link. If you want to change back to the old version click on the hamburger menu and then on "Original Dashboard". 

3.2 Currency and Conversion

Values will be sent to Kashflow in the currency specified in the Kashflow currency setting.

A multiplier can be specified to adjust the values, template variables such as [CONVERT:USD-EUR] can also be used as the multiplier.

3.3 Delete Invoices

Invoices can only be deleted within Kashflow.

4 Disconnect

Disable the rooms for which you do not want to send invoice information to Kashflow.