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Xero

588 bytes added, 05:46, 28 March 2023
<div class="heading">Xero</div>
[https://www.xero.com/ Xero] accounting software can be connected via [[Integromat.com|Integromat]] (This page is about the menu {{#fas:cog}} (SETTINGS) APPS & INTEGRATIONS > INTEGROMATXERO Direct integration with Xero accounting software.Send us a support ticket if you are interested in beta testing
For more information see here: https://www.integromat.com/en/integration/3440-createXero is online accounting software which provides business owners with real-time visibility of their financial position and performance in a-xero-invoice-from-new-beds24-bookingway that’s simple, smart and secure.
To use this integration you will need an account with Xero. Beds24 normal channel manger fees apply.
This page is about the menu {{#fas:cog}} (SETTINGS) APPS & INTEGRATIONS > XERO '''Coming Soon! ''' Direct integration with = Capabilities =Beds24 can send invoice information from bookings to Xero accounting software. Send us a support ticket if you are interested in beta testing
<div style[[Image:Xero_diagram_2.png|300px|link="display]][[Media:none"> Xero_diagram_2.png|view large]]
To use this integration you will need an account with Xero Beds24 the normal channel manger fees apply. = Capabilities Limitations =Beds24 You can send invoice information from bookings only connect one Xero account to Xeroone Beds24 account, however this account may use multiple organisations.
= Set Up =
'''Step 1: Allow the integration in Connect Xero''' ???
'''Step 2: Activate Click the Connect to Xero button, log in Beds24''' , and then click "Allow Access".
*Enter your Xero username and password for API access*Enable '''Step 2: Select the rooms for which you want to send bookings to Xeroorganisation'''
= How it works =The connection works by matching Click on "Get Codes" to access the invoice number in Beds24 with the invoice number organisations you have set up in Xero.
If the invoice number is already used you have have multiple organisations set up in Xero will assign choose the next available number. In one you want to use for this case the invoice number in Beds24 will change to the number Xero assigned so the numbers stay synchronisedproperty.
'''Sending Invoice DataStep 3: Enable the desired rooms '''
1. From Set the dashboard: Add the component "rooms for which you want to use Xero" to your dashboard. You can then then tick "SendEnabled" to send the booking invoice to Xeri.
= How it works =
The connection works by creating invoices in Xero from booking invoices.
2. From the Once enabled for a room, any booking: Open the booking. Once you in that room will have assigned an invoice number you will see a "Send to To Xero" button on the "Invoice" invoices tab.  
*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 if required.
*The default for the "Status" is "Draft". You can change it if required.
= 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.
= 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.
== 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. <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Your Xero account is connected to all of your properties in a Beds24 account. Clicking the disconnect button will disconnect all properties.

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