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


[https://www.xero.com/ Xero]  accounting software can be connected via  [[Integromat.com|Integromat]] ({{#fas:cog}} (SETTINGS) APPS & INTEGRATIONS > INTEGROMAT.
[https://www.xero.com/ Xero]  accounting software can be connected via  [[xero.com|Xero]] ({{#fas:cog}} (SETTINGS) APPS & INTEGRATIONS > XERO.


For more information see here: https://www.integromat.com/en/integration/3440-create-a-xero-invoice-from-new-beds24-booking.




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= Set Up =
= Set Up =
'''Step 1: Allow the integration in Xero'''  
'''Step 1: Click the Connect to Xero button'''  
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'''Step 2: Activate Xero in Beds24'''  
'''Step 2: Click allow access in Xero'''  


*Enter your Xero username and password for API access
'''Step 3: Enable the desired rooms '''
*Enable the rooms for which you want to send bookings to Xero
 
*If you have multiple tenants, select the one you want to connect to.


= How it works =
= How it works =
The connection works by matching the invoice number in Beds24 with the invoice number in Xero
The connection works by creating invoices in xero from booking invoices.
 
If the invoice number is already used Xero will assign the next available number. In this case the invoice number in Beds24 will change to the number Xero assigned so the numbers stay synchronised.
 
'''Sending Invoice Data'''
 
1.  From the dashboard: Add the component "Xero" to your dashboard. You can then then tick "Send" to send the booking invoice to Xeri.
 
 
2. From the booking:  Open the booking. Once you have assigned an invoice number you will see "Send to Xero" button on the "Invoice" tab.  


Once enabled for a room, any booking in that room will have a "send to Xero" button on the invoices tab.




= Delete Invoices=
= Delete Invoices=
Invoices can only be deleted within Xero
Invoices can only be deleted within Xero
If an invoice is sent with the status "AUTHORISED" it cannot be deleted in Xero, only voided.




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== Disconnect ==
== Disconnect ==
Disable the rooms for which you do not want to send invoice information to Xero.
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.
Retrieved from "https://wiki.beds24.com/index.php/Xero"