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Xero

762 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.
This page is about the menu {{#fas:cog}} (SETTINGS) APPS & INTEGRATIONS > XERO '''Coming Soon! ''' Direct To use this integration you will need an account with Xero accounting software. Send us a support ticket if you are interested in beta testingBeds24 normal channel manger fees apply.
<div style="display:none"> Capabilities =Beds24 can send invoice information from bookings to Xero.
To use this integration you will need an account with Xero Beds24 the normal channel manger fees apply[[Image:Xero_diagram_2.png|300px|link=]][[Media:Xero_diagram_2.png|view large]]
= 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: Connect Xero'''  Click the Connect to Xero button, log in, and then click "Allow Access". '''Step 2: Select the organisation'''
'''Step 2: Click allow on "Get Codes" to access the organisations you have set up in Xero''' . 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 Xero" button on the invoices tab.
Once enabled *The default for the reference number is a room, any combination of the booking in that room will have a 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 "send to XeroDue date" button on is one month from today. You can change it if required. *The default for the invoices tab"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.
 
= Limitations =
You can only connect one Xero account, however this account may have multiple tenants.
= 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> Note: your Your Xero account is connected to all of your properties, clicking in a Beds24 account. Clicking the disconnect button will disconnect all properties.

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