Xero Link - Revision history

Dina at 13:57, 8 July 2020

2020-07-08T13:57:02Z

Dina at 16:39, 7 April 2020

2020-04-07T16:39:11Z

← Older revision		Revision as of 16:39, 7 April 2020
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	From CommitCRM’s main menu select '''''Tools > Options...''''' and then navigate to the '''''Accounting''''' tab (The tab may be called '''''QuickBooks''''' in case QuickBooks has been the one selected before) and select '''''Xero''''' as your accounting package:		From CommitCRM’s main menu select '''''Tools > Options...''''' and then navigate to the '''''Accounting''''' tab (The tab may be called '''''QuickBooks''''' in case QuickBooks has been the one selected before) and select '''''Xero''''' as your accounting package:

	[[File:~~Commitcrm_xero_link_settings1~~.png\|center]]		[[File:xero_link_settings1.png\|center]]

	Once selected all configuration options regarding the Xero Link will be displayed. See below		Once selected all configuration options regarding the Xero Link will be displayed. See below
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	Under '''''Tools > Options > Xero''''' tab click '''''Xero Tax Settings''''' to map tax codes used in CommitCRM with tax codes used in Xero.		Under '''''Tools > Options > Xero''''' tab click '''''Xero Tax Settings''''' to map tax codes used in CommitCRM with tax codes used in Xero.

	[[File:~~Commitcrm_xero_link_settings2~~.png\|center]]		[[File:xero_link_settings2.png\|center]]

	====Tax Settings for Customers====		====Tax Settings for Customers====
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	Enter the name of the Xero Tax Rate that will be applied for all customer and/or enter other Xero Tax Rate for specific Customers:		Enter the name of the Xero Tax Rate that will be applied for all customer and/or enter other Xero Tax Rate for specific Customers:

	[[File:~~Commitcrm_xero_link_customer_tax_settings~~.png\|center]]		[[File:xero_link_customer_tax_settings.png\|center]]


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	Taxes can be optionally set for Items Group (Products/Expense/Labor) or for specific Items:		Taxes can be optionally set for Items Group (Products/Expense/Labor) or for specific Items:

	[[File:~~Commitcrm_xero_link_Item_tax_settings~~.png\|center]]		[[File:xero_link_Item_tax_settings.png\|center]]

	===Account Settings===		===Account Settings===
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	Go to '''''Tools > Option > Xero''''' tab and click '''''Xero Account Settings''''' button to set Sale Accounts for customers and/or Items:		Go to '''''Tools > Option > Xero''''' tab and click '''''Xero Account Settings''''' button to set Sale Accounts for customers and/or Items:

	[[File:~~Commitcrm_xero_link_Account_settings~~.png\|center]]		[[File:xero_link_Account_settings.png\|center]]

	====Sales Accounts for Customers====		====Sales Accounts for Customers====
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	Enter the '''''Sales Account Code''''' that will be used for all customers or specify Sales Account Code for selected customer:		Enter the '''''Sales Account Code''''' that will be used for all customers or specify Sales Account Code for selected customer:

	[[File:~~Commitcrm_xero_link_Account_Code~~.png\|center]]		[[File:xero_link_Account_Code.png\|center]]


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	For example:		For example:

	[[File:~~Commitcrm_xero_link_Invoice_from_account~~.png\|center]]		[[File:xero_link_Invoice_from_account.png\|center]]

	Another example - generating an Invoice file for a Ticket:		Another example - generating an Invoice file for a Ticket:


	[[File:~~Commitcrm_xero_link_Invoice_from_ticket~~.png\|center]]		[[File:xero_link_Invoice_from_ticket.png\|center]]

	'''Option 2 - Generating a Single Invoice'''		'''Option 2 - Generating a Single Invoice'''
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	From the menu select '''''File > New > Xero Invoice...'''''		From the menu select '''''File > New > Xero Invoice...'''''

	[[File:~~Commitcrm_xero_link_create_invoice~~.png\|center]]		[[File:xero_link_create_invoice.png\|center]]


	After selecting this option the '''''Generate Xero Invoice''''' dialog window is displayed:		After selecting this option the '''''Generate Xero Invoice''''' dialog window is displayed:

	[[File:~~Commitcrm_xero_link_create_invoice_step1~~.png\|center]]		[[File:xero_link_create_invoice_step1.png\|center]]

	Select the level at which you want to generate the invoice file (either Accounts, Contracts or Tickets).		Select the level at which you want to generate the invoice file (either Accounts, Contracts or Tickets).
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	Once the level is selected a list of all Accounts, Contracts or Tickets (according to your selection) that have open balances, e.g. Billable Charges logged under them that have not yet been billed, will be displayed:		Once the level is selected a list of all Accounts, Contracts or Tickets (according to your selection) that have open balances, e.g. Billable Charges logged under them that have not yet been billed, will be displayed:

	[[File:~~Commitcrm_xero_link_create_invoice_step2~~.png\|center]]		[[File:xero_link_create_invoice_step2.png\|center]]

	In the example above, the Account level was selected. All Accounts with open Billable charges are displayed.		In the example above, the Account level was selected. All Accounts with open Billable charges are displayed.
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	Note: This is the same window that is displayed when initializing invoice creation from the Accounts, Contracts or Tickets window, as described in Option 1 above).		Note: This is the same window that is displayed when initializing invoice creation from the Accounts, Contracts or Tickets window, as described in Option 1 above).

	[[File:~~Commitcrm_xero_link_create_invoice_step3~~.png\|center]]		[[File:xero_link_create_invoice_step3.png\|center]]

	All Billable Charges that have not been billed yet and are related to the selected Account, Contract or Ticket record (Account in the example above) are displayed.		All Billable Charges that have not been billed yet and are related to the selected Account, Contract or Ticket record (Account in the example above) are displayed.
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	The following window/step is displayed:		The following window/step is displayed:

	[[File:~~Commitcrm_xero_link_create_invoice_step4~~.png\|center]]		[[File:xero_link_create_invoice_step4.png\|center]]

	In this step you can modify the text which will be displayed on the invoice lines. Note that all modifications made to the invoice lines here are not applied to Charges in CommitCRM, and only apply to the Xero invoice lines.		In this step you can modify the text which will be displayed on the invoice lines. Note that all modifications made to the invoice lines here are not applied to Charges in CommitCRM, and only apply to the Xero invoice lines.
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	'''''Incl. in Description''''' You can also use the "Incl. in Description" button to include additional information to all invoice line simultaneously, such as:		'''''Incl. in Description''''' You can also use the "Incl. in Description" button to include additional information to all invoice line simultaneously, such as:

	[[File:~~Commitcrm_xero_link_create_invoice_include_in_description~~.png\|center]]		[[File:xero_link_create_invoice_include_in_description.png\|center]]


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	In this step you can select the folder to save the exported invoice file and to then generate it:		In this step you can select the folder to save the exported invoice file and to then generate it:

	[[File:~~Commitcrm_xero_link_create_invoice_step5~~.png\|center]]		[[File:xero_link_create_invoice_step5.png\|center]]


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	[[File:~~Commitcrm_xero_link_options_Increment_invoice_no1~~.png\|center]]		[[File:xero_link_options_Increment_invoice_no1.png\|center]]

	Set the number for next Invoice:		Set the number for next Invoice:

Dina at 14:08, 7 April 2020

2020-04-07T14:08:56Z

← Older revision		Revision as of 14:08, 7 April 2020
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	Sales Account can be optionally set for Items Group (Products/Expense/Labor) or for specific Items:		Sales Account can be optionally set for Items Group (Products/Expense/Labor) or for specific Items:

	[[File:~~Commitcrm_xero_link_Account_Code2~~.png\|center]]		[[File:xero_link_Account_Code2.png\|center]]

	===Customers===		===Customers===
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	Congratulation! Invoice file created successfully and can be imported in Xero.		Congratulation! Invoice file created successfully and can be imported in Xero.

	[[File:~~Commitcrm_xero_link_create_invoice_step6~~.png\|center]]		[[File:xero_link_create_invoice_step6.png\|center]]

Dina at 18:13, 4 April 2020

2020-04-04T18:13:08Z

← Older revision		Revision as of 18:13, 4 April 2020
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	'''Editing the Text Line''' - You can double-click on each invoice line to add or edit the text/description of the selected line.		'''Editing the Text Line''' - You can double-click on each invoice line to add or edit the text/description of the selected line.

	[[File:~~Commitcrm_xero_link_create_invoice_edit_line~~.png\|center]]		[[File:xero_link_create_invoice_edit_line.png\|center]]

	As mentioned above, these changes will take effect only on the invoice lines in Xero. The original Charges will not be affected by these changes.		As mentioned above, these changes will take effect only on the invoice lines in Xero. The original Charges will not be affected by these changes.
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	Go to '''''File > New > Xero Batch Invoice Wizard'''''. The following window appears:		Go to '''''File > New > Xero Batch Invoice Wizard'''''. The following window appears:

	[[File:~~CommitCRM_Xero_link_Batch_Invoice~~.png\|center]]		[[File:Xero_link_Batch_Invoice.png\|center]]

	Select the level at which you want to generate the invoices (either Accounts, Tickets, or Contracts).		Select the level at which you want to generate the invoices (either Accounts, Tickets, or Contracts).
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	In this example, the Account level was selected and all the Accounts with open Billable charges are displayed.		In this example, the Account level was selected and all the Accounts with open Billable charges are displayed.

	[[File:~~CommitCRM_Xero_link_Batch_Invoice_step1~~.png\|center]]		[[File:Xero_link_Batch_Invoice_step1.png\|center]]


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	In this step you can select the folder to save the exported invoices file and to then generate it:		In this step you can select the folder to save the exported invoices file and to then generate it:

	[[File:~~CommitCRM_Xero_link_Batch_Invoice_step2~~.png\|center]]		[[File:Xero_link_Batch_Invoice_step2.png\|center]]


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	Congratulation! Invoices file created successfully and can be imported in Xero		Congratulation! Invoices file created successfully and can be imported in Xero

	[[File:~~CommitCRM_Xero_link_Batch_Invoice_finish~~.png\|center]]		[[File:Xero_link_Batch_Invoice_finish.png\|center]]


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	[[File:~~Commitcrm_xero_link_options_Increment_invoice_no2~~.png\|center]]		[[File:xero_link_options_Increment_invoice_no2.png\|center]]


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	In order to cancel exported invoices click the '''''Xero''''' drop down in the Charges window and select the option '''''Cancel Exported Invoices''''':		In order to cancel exported invoices click the '''''Xero''''' drop down in the Charges window and select the option '''''Cancel Exported Invoices''''':

	[[File:~~Commitcrm_xero_link_cancel_export1~~.png\|center]]		[[File:xero_link_cancel_export1.png\|center]]

	nvoices can be canceled both on a one-by-one basis or in batches.		nvoices can be canceled both on a one-by-one basis or in batches.
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	See the screenshot below:		See the screenshot below:

	[[File:~~Commitcrm_xero_link_cancel_export2~~.png\|center]]		[[File:xero_link_cancel_export2.png\|center]]


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	Once the Charge is marked as billed and selected, select '''''Link to Existing Invoice in Xero...''''' from the Xero drop down:		Once the Charge is marked as billed and selected, select '''''Link to Existing Invoice in Xero...''''' from the Xero drop down:

	[[File:~~Commitcrm_xero_link_link_to_invoice~~.png\|center]]		[[File:xero_link_link_to_invoice.png\|center]]

	The Filter by invoice reference number will display:		The Filter by invoice reference number will display:

	[[File:~~Commitcrm_xero_link_filter_by_invoice~~.png\|center]]		[[File:xero_link_filter_by_invoice.png\|center]]


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	The Filter by invoice reference number dialog box will open.		The Filter by invoice reference number dialog box will open.

	[[File:~~Commitcrm_xero_link_filter_by_invoice~~.png\|center]]		[[File:xero_link_filter_by_invoice.png\|center]]

Dina at 16:25, 4 April 2020

2020-04-04T16:25:59Z

← Older revision		Revision as of 16:25, 4 April 2020
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	To do this, go to the Charges main window, and select Filter by Invoice Reference on the QuickBooks drop down toolbar menu.		To do this, go to the Charges main window, and select Filter by Invoice Reference on the QuickBooks drop down toolbar menu.

	[[File:~~Commitcrm_xero_link_filter_by_invoice_option~~.png\|center]]		[[File:xero_link_filter_by_invoice_option.png\|center]]

	The Filter by invoice reference number dialog box will open.		The Filter by invoice reference number dialog box will open.

Dina at 14:03, 30 March 2020

2020-03-30T14:03:39Z

← Older revision		Revision as of 14:03, 30 March 2020
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	All the charges that were included in this invoice will be displayed.		All the charges that were included in this invoice will be displayed.

	[[File:~~Commitcrm_xero_link_filter_by_invoice_charges_list~~.png\|center]]		[[File:xero_link_filter_by_invoice_charges_list.png\|center]]

Dina: /* Customers */

2015-07-04T09:56:24Z

Customers

← Older revision		Revision as of 09:56, 4 July 2015
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	When invoices are imported to Xero they get linked to the relevant customers by the customer name. The CommitCRM customer Account ‘'''''File As'''''’ field is matched with the Contact Name in Xero. In case no match is found Xero adds a new customer.		When invoices are imported to Xero they get linked to the relevant customers by the customer name. The CommitCRM customer Account ‘'''''File As'''''’ field is matched with the Contact Name in Xero. In case no match is found Xero adds a new customer.

	To link existing CommitCRM Accounts to existing Xero customers/contacts verify that the CommitCRM.Account.File As field exactly matches Xero.Customer/Contact.Name field.		In order to avoid duplicate customer records created during the import into Xero and in order to link existing CommitCRM Accounts to existing Xero customers/contacts verify that the CommitCRM.Account.File As field exactly matches Xero.Customer/Contact.Name field.

	To batch send all CommitCRM Account to Xero export Accounts from CommitCRM to an Excel or a text file and then import them as Xero Contacts.		To batch send all CommitCRM Account to Xero export Accounts from CommitCRM to an Excel or a text file and then import them as Xero Contacts.
	To batch send all Xero customers into CommitCRM export Contacts from Xero to an Excel file then import them to CommitCRM as Accounts.		To batch send all Xero customers into CommitCRM export Contacts from Xero to an Excel file then import them to CommitCRM as Accounts.

			Notes:
			# If email dddress is filled in CommitCRM Account it will be exported. As Xero blocks importing invoices if email address is invalid, for example, when domain is filled as Account email. It is recommended to move domain from the main Account and store it as the email address of a new Secondary Contact in CommitCRM (added under the Contacts tab).
			# Account address is exported from CommitCRM. If the customer does not exist in Xero or cannot be matched based on the name (as explained above) Xero creates new customer records and uses all details exported from CommitCRM, including the address. However when an existing customer/contact is found in Xero - the address exported from CommitCRM is ignored and the address for this customer in Xero is used.

	==Invoice Creation Options==		==Invoice Creation Options==

Dina: /* Accounts Settings */

2015-06-25T10:56:02Z

Accounts Settings

← Older revision		Revision as of 10:56, 25 June 2015
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	[[File:Commitcrm_xero_link_Item_tax_settings.png\|center]]		[[File:Commitcrm_xero_link_Item_tax_settings.png\|center]]

	===~~Accounts~~ Settings===		===Account Settings===

	Go to '''''Tools > Option > Xero''''' tab and click '''''Xero Account Settings''''' button to set Sale Accounts for customers and/or Items:		Go to '''''Tools > Option > Xero''''' tab and click '''''Xero Account Settings''''' button to set Sale Accounts for customers and/or Items:

Dina: /* Sale Accounts Settings */

2015-06-25T10:54:52Z

Sale Accounts Settings

← Older revision		Revision as of 10:54, 25 June 2015
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	[[File:Commitcrm_xero_link_Item_tax_settings.png\|center]]		[[File:Commitcrm_xero_link_Item_tax_settings.png\|center]]

	===~~Sale~~ Accounts Settings===		===Accounts Settings===

	Go to '''''Tools > Option > Xero''''' tab and click '''''Xero Account Settings''''' button to set Sale Accounts for customers and/or Items:		Go to '''''Tools > Option > Xero''''' tab and click '''''Xero Account Settings''''' button to set Sale Accounts for customers and/or Items:
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	[[File:Commitcrm_xero_link_Account_Code2.png\|center]]		[[File:Commitcrm_xero_link_Account_Code2.png\|center]]


	===Customers===		===Customers===

Dina at 10:52, 25 June 2015

2015-06-25T10:52:58Z

← Older revision		Revision as of 10:52, 25 June 2015
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	~~==Creating New Invoice==~~

			==Invoice Creation Options==

			===Creating New Invoice===
	CommitCRM lets you create Xero Invoices at the '''Account, Contract and Ticket''' levels.		CommitCRM lets you create Xero Invoices at the '''Account, Contract and Ticket''' levels.

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	==Batch Invoice Creation==		===Batch Invoice Creation===
	The '''''Batch Invoice Creation Wizard''''' allows you to general many invoices at once at the customer level, the service contract level or the ticket level.		The '''''Batch Invoice Creation Wizard''''' allows you to general many invoices at once at the customer level, the service contract level or the ticket level.