CloudHQ4 Manual

User Tools

Site Tools

You are here: CloudHQ Wiki » CloudHQ Wiki » Add Ons » Xero » Simple Xero Setup
start:add_ons:xero:setup_new

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
Last revisionBoth sides next revision
start:add_ons:xero:setup_new [2018/07/20 11:26] – Troystart:add_ons:xero:setup_new [2018/07/20 12:54] – Troy
Line 8: Line 8:
 Assign an Account Number for each contact Assign an Account Number for each contact
  
-{{:start:add_ons:xero:creating_contact.png|}}+{{:start:add_ons:xero:creating_contact.png?400|}}
  
 ===== Raise invoice ===== ===== Raise invoice =====
Line 14: Line 14:
 Raise a new invoice by going to the Accounts menu option, then Sales, then click the New button Raise a new invoice by going to the Accounts menu option, then Sales, then click the New button
  
-{{:start:add_ons:xero:raising_invoice.png|}}+{{:start:add_ons:xero:raising_invoice.png?400|}}
  
 ===== Create Xero developer API link ===== ===== Create Xero developer API link =====
Line 20: Line 20:
 Follow the instructions on the following page to create the Xero API details required to link CloudHQ with Xero Follow the instructions on the following page to create the Xero API details required to link CloudHQ with Xero
  
-[[start:add_ons:xero:developer_api_setup|]]+[[start:add_ons:xero:developer_api_setup?400|]]
  
 ===== CloudHQ Setup ===== ===== CloudHQ Setup =====
  
 ==== Xero API ==== ==== Xero API ====
 +
 +Log in to your CloudHQ Portal account at https://portal.cloudposhq.com/
 +
 +Open the Menu and nagigate through: Admin -> Xero -> Xero Settings
 +
 +Fill in the fields with the relevant details (as shown below) remembering to enter the Account Numbers assigned to the appropriate Tender contact
 +
 +Click the Save button
 +
 +{{:start:add_ons:xero:portal_setup.png?400|}}
 +
  
 ==== Departments ==== ==== Departments ====
 +
 +Open the menu and navigate through: Back Office -> Products -> Departments
 +
 +For each department, you can assign a custom Chart Of Account code, enter the Xero Chart Of Account code into the Export Code field
 +
 +{{:start:add_ons:xero:departments.png?400|}}
 +{{:start:add_ons:xero:ledger_codes.png?400|}}
  
 ==== Tenders ==== ==== Tenders ====
  
 +Open the menu and navigate through: Back Office -> System -> Tenders
 +
 +For each tender, you can assign a custom Chart Of Account code, enter the Xero Chart Of Account code into the Export Code field
  
 +{{:start:add_ons:xero:tenders.png?400|}}
 +{{:start:add_ons:xero:ledger_codes.png?400|}}
  
 +===== Finished =====
  
 +After completing the above process, you should now be setup to begin exporting information from CloudHQ to Xero
  
 +[[start:add_ons:xero:sync|]]
start/add_ons/xero/setup_new.txt · Last modified: 2023/12/13 15:33 by Troy

Page Tools