Integration with Xero

Integration with Xero

You can integrate your Bookeo account with a Xero accounting system account. The sync is from Bookeo to Xero. Bookeo syncs to Xero: customers, invoices and payments (including manual payments). An invoice is created in Xero for bookings, prepaid packages purchased online, memberships purchased online and gift vouchers (only when...

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Where can I see the Xero invoices in Bookeo?

For bookings, prepaid packages and gift vouchers, you can click on the invoice link in Bookeo to view the relevant invoice in Xero. All invoices generated for memberships are visible only in Xero. Bookings You can see the Xero invoice for a booking in the Booking tab of the booking....

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Error message "A tax mapping for [tax] is required"

The message means that you have to set a mapping for the tax in Bookeo to the relevant tax in Xero. To set the tax mapping: 1. Go to Settings>Integrations 2. Click on Xero 3. Tick the Enable Xero integration checkbox 4. In the Tax Rates section, map taxes in...

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I see " Rounding adjustment" in my Xero invoice. What does it mean?

Xero may calculate line item or document totals in ways that are slightly different to other applications, including Bookeo. Neither approach is necessarily incorrect, just slightly different. Xero guidelines say that in this cases a line should be added to the invoice with the rounding. For more information, please see...

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Error message "Payments within a batch cannot be deleted."

This error typically occurs when: 1. you create a booking, which causes an invoice to be created in Xero 2. in Xero, you create a batch payment for that invoice. 3. you update the booking, which causes Bookeo to try and update the invoice Unfortunately Xero does not allow updating...

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