Changes

Jump to navigation Jump to search

Xero

735 bytes added, 05:46, 28 March 2023
<div class="heading">Xero</div>
This page is about the menu {{#fas:cog}} (SETTINGS) APPS & INTEGRATIONS > XERO '''Coming Soon! ''' Direct 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 the normal channel manger fees apply.
= Capabilities =
Beds24 can send invoice information from bookings to Xero.
 
[[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 tenantsorganisations
= Set Up =
'''Step 1: Connect Xero'''
Click the Connect to Xero button , log in , and then click "Allow Access".
'''Step 2: Select the Tenantorganisation'''
Click on "Get Codes" to access the organisations you have set up in Xero. If you have have multiple tenants organisations set up in Xero choose the one you want to use for this property.
'''Step 3: Enable the desired rooms '''
Se Set the rooms for which you want to use Xero to "Enabled".
= How it works =
Once enabled for a room, any booking in that room will have a "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=
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, clicking in a Beds24 account. Clicking the disconnect button will disconnect all properties.

Navigation menu