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| | <div class="heading">Xero</div> | | <div class="heading">Xero</div> |
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| − | [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. |
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| − | 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''' |
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| − | *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. |
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| | = 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. |
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| − | 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.
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| − | '''Sending Invoice Data'''
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| − | 1. From the dashboard: Add the component "Xero" to your dashboard. You can then then tick "Send" to send the booking invoice to Xeri.
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| − | 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.
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| | + | Once enabled for a room, any booking in that room will have a "send to Xero" button on the invoices tab. |
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| | = Delete Invoices= | | = Delete Invoices= |
| | Invoices can only be deleted within Xero | | Invoices can only be deleted within Xero |
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| | + | 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. |
Xero
Xero accounting software can be connected via Xero ( (SETTINGS) APPS & INTEGRATIONS > XERO.
This page is about the menu (SETTINGS) APPS & INTEGRATIONS > XERO Coming Soon! Direct integration with Xero accounting software. Send us a support ticket if you are interested in beta testing
To use this integration you will need an account with Xero Beds24 the normal channel manger fees apply.
1 Capabilities
Beds24 can send invoice information from bookings to Xero.
2 Set Up
Step 1: Click the Connect to Xero button
Step 2: Click allow access in Xero
Step 3: Enable the desired rooms
- If you have multiple tenants, select the one you want to connect to.
3 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.
4 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.
5 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.
5.1 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.
