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Xero

991 bytes added, 05:46, 28 March 2023
<div class="heading">Xero</div>
[https://www.xero.com/ Xero] accounting software can be connected via [[xero.com|Xero]] (This page is about the menu {{#fas:cog}} (SETTINGS) APPS & INTEGRATIONS > XERODirect integration with Xero accounting software.Send us a support ticket if you are interested in beta testing
Xero is online accounting software which provides business owners with real-time visibility of their financial position and performance in a way 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=]][[Media:Xero_diagram_2.png|view large]] = Limitations =You can only connect one Xero account to one Beds24 account, however this account may use multiple organisations. = Set Up ="display'''Step 1:none"> Connect Xero'''
To use this integration you will need an account with Click the Connect to Xero Beds24 the normal channel manger fees applybutton, log in, and then click "Allow Access".
= Capabilities =Beds24 can send invoice information from bookings to Xero.'''Step 2: Select the organisation'''
= Set Up ='''Step 1: Click on "Get Codes" to access the Connect to organisations you have set up in Xero button''' .
'''Step 2: Click allow access If you have have multiple organisations set up in Xero''' choose the one you want to use for this property.
'''Step 3: Enable the desired rooms '''
*If you have multiple tenants, select Set the one rooms for which you want to connect use Xero to"Enabled".
= How it works =
The connection works by creating invoices in xero Xero from booking invoices.
Once enabled for a room, any booking in that room will have a "send to Send To Xero" button on the 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=
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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