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Xero

403 bytes removed, 11:19, 25 August 2022
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<div class="heading">Xero</div>
[https://www.xero.com/ Xero] accounting software can be connected via [[Integromatxero.com|IntegromatXero]] ({{#fas:cog}} (SETTINGS) APPS & INTEGRATIONS > INTEGROMATXERO.
For more information see here: https://www.integromat.com/en/integration/3440-create-a-xero-invoice-from-new-beds24-booking.
= Set Up =
'''Step 1: Allow Click the integration in Connect to Xerobutton''' ???
'''Step 2: Activate Click allow access in Xero in Beds24'''
*Enter your Xero username and password for API access'''Step 3: Enable the desired rooms '''  *Enable If you have multiple tenants, select the rooms for which one you want to send bookings connect to Xero.
= How it works =
The connection works by matching the invoice number creating invoices in Beds24 with the invoice number in Xero 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.  '''Sending Invoice Data''' 1. From the dashboard: Add the component "Xero" to your dashboard. You can then then tick "Send" to send the booking invoice to Xeri.   2. From the booking: Open the xero from booking. Once you have assigned an invoice number you will see "Send to Xero" button on the "Invoice" tabinvoices.
Once enabled for a room, any booking in that room will have a "send to Xero" button on the invoices tab.
= 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.
== 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.

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