Page 1 of 1

UI customisations?

Posted: Thu Aug 22, 2024 7:45 am
by billbnbme
Hello

Our finance team would like some customizations to how the Charges and Invoices tabs work within a booking.

For example they would like a button "Post to Quickbooks" and then after clicking to have it show in Beds 24 that this posting has happened.

I am just checking if this kind of customization is possible? If not, are there any suggestions on how to achieve this?

Thank you very much for your time and advice.

KR

Bill

Re: UI customisations?

Posted: Thu Aug 22, 2024 7:53 am
by lesleywoermeijer
Hi, we do not have a direct integration with Quickbooks, you can manage the sending of the invoice via MAKE (Integromat).

You can then use MAKE to send an acknowledgement back to Beds24.

https://wiki.beds24.com/index.php/Make

It will not be possible to customise the Charges & Payments tab, however you could create a Custom Tab for the Account and check if you can include a link to send the booking to MAKE from within the booking, otherwise you could manage via an Auto action.

https://wiki.beds24.com/index.php/Categ ... n_Bookings


The Accountant could set a Booking info code in the booking that would then trigger an auto action.

Re: UI customisations?

Posted: Thu Aug 22, 2024 7:58 am
by billbnbme
Hi Lesley

That's very helpful thank you! I will look into this and may reply with a follow up if I may.

While I am writing - may I ask does Beds24 have the concept of a sandbox or test site?

Kind regards

Bill

Re: UI customisations?

Posted: Thu Aug 22, 2024 2:52 pm
by lesleywoermeijer
We do not have sandbox/test site.

You can create a sub account and create properties/rooms for testing.