Difference between revisions of "Kashflow.com"
| (9 intermediate revisions by 2 users not shown) | |||
| Line 1: | Line 1: | ||
| − | [[Category: | + | [[Category:Apps]] |
[[Category:Invoice]] | [[Category:Invoice]] | ||
| − | + | [[Category:Automation]] | |
| + | <div class="heading">Kashflow</div> | ||
| + | This page is about the menu {{#fas:cog}} (SETTINGS) APPS & INTEGRATIONS > KASHFLOW | ||
| − | Beds24 integrates with | + | Beds24 integrates with Kashflow accounting software. To use this option you need an account with Kashflow. |
For Beds24 the normal channel manger fees apply. | For Beds24 the normal channel manger fees apply. | ||
| Line 12: | Line 14: | ||
== Set Up == | == Set Up == | ||
=== Kashflow === | === Kashflow === | ||
| − | *Go to APPS | + | *Go to APPS > API SETTINGS and enable the API access. For instructions how to do this see the Kashflow help. |
=== Beds24.com=== | === Beds24.com=== | ||
| − | *Enter your | + | *Enter your Kashflow username and password for API access |
*Enable the rooms for which you want to send bookings to Kashflow | *Enable the rooms for which you want to send bookings to Kashflow | ||
| Line 25: | Line 27: | ||
=== Sending Invoice Data=== | === 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. | 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. | 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. | ||
| − | + | <span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> 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=== | === Currency and Conversion=== | ||
| Line 41: | Line 42: | ||
=== Delete Invoices=== | === Delete Invoices=== | ||
Invoices can only be deleted within Kashflow. | Invoices can only be deleted within Kashflow. | ||
| + | |||
| + | |||
| + | == Common Errors == | ||
| + | '''The IP address of 1xxxxxxx is not in the access list''' | ||
| + | Whitelist this IP in your Kashflow account or set it to allow any IP. | ||
== Disconnect == | == Disconnect == | ||
Disable the rooms for which you do not want to send invoice information to Kashflow. | Disable the rooms for which you do not want to send invoice information to Kashflow. | ||
Latest revision as of 15:12, 4 August 2022
This page is about the menu (SETTINGS) APPS & INTEGRATIONS > KASHFLOW
Beds24 integrates with Kashflow accounting software. To use this option you need an account with Kashflow.
For Beds24 the normal channel manger fees apply.
Contents
1 Capabilities
Beds24 can send invoice information from bookings to Kashflow.
2 Set Up
2.1 Kashflow
- Go to APPS > API SETTINGS and enable the API access. For instructions how to do this see the Kashflow help.
2.2 Beds24.com
- Enter your Kashflow 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.
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.
The default multiplier is 1.000 which makes no adjustment to the prices.
3.3 Delete Invoices
Invoices can only be deleted within Kashflow.
4 Common Errors
The IP address of 1xxxxxxx is not in the access list Whitelist this IP in your Kashflow account or set it to allow any IP.
5 Disconnect
Disable the rooms for which you do not want to send invoice information to Kashflow.
