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Xero Account - default setting for bookings revenue
Posted: Sun Feb 18, 2024 6:42 am
by vagabondskiclub
When creating a new booking we use the "send to Xero" button for invoicing.
The current default shows the Xero code table from the top, which then needs "scroll + click" to set the correct accounting code.
This is required for each item (room, extras, voucher code).
Everything coming to Xero from Beds24 will be the same Xero code so it would save a lot of clicks to preset the value.
Is it possible to set the default Xero accounting code?
Re: Xero Account - default setting for bookings revenue
Posted: Thu Feb 22, 2024 4:41 am
by ashergibson
Hello,
Thank you for your suggestion, we will look into adding this feature.
Best regards,
Asher.
Re: Xero Account - default setting for bookings revenue
Posted: Sat Mar 09, 2024 1:31 am
by vagabondskiclub
Thanks for considering
Re: Xero Account - default setting for bookings revenue
Posted: Tue Mar 12, 2024 3:04 pm
vagabondskiclub wrote: ↑Sun Feb 18, 2024 6:42 am
When creating a new booking we use the "send to Xero" button for invoicing.
The current default shows the Xero code table from the top, which then needs "scroll + click" to set the correct accounting code.
This is required for each item (room, extras, voucher code).
Everything coming to Xero from Beds24 will be the same Xero code so it would save a lot of clicks to preset the value.
Is it possible to set the default Xero accounting code?
Being able to default the account code would be a nice feature to have. Also if it was possible to set the Xero tracking codes that would also be a nice to have.
We use one Xero tracking code for the property and the second for the booking channel so we can look at our accounts in Xero by property and/or booking channel.
Re: Xero Account - default setting for bookings revenue
Posted: Wed Mar 13, 2024 10:39 am
by ashergibson
Hello,
Thank you for your suggestion as well.
If we add tracking codes, would you want the ability to set different line items to different tracking categories, or just one tracking category per invoice?
Best regards,
Asher.
Re: Xero Account - default setting for bookings revenue
Posted: Wed Mar 13, 2024 11:36 am
ashergibson wrote: ↑Wed Mar 13, 2024 10:39 am
Hello,
Thank you for your suggestion as well.
If we add tracking codes, would you want the ability to set different line items to different tracking categories, or just one tracking category per invoice?
Best regards,
Asher.
For us it would be the same two tracking codes per invoice (property and booking channel). I guess others might like the flexibility but for us per invoice would work.
Re: Xero Account - default setting for bookings revenue
Posted: Thu Mar 14, 2024 3:28 pm
by ashergibson
vagabondskiclub wrote: ↑Sun Feb 18, 2024 6:42 am
When creating a new booking we use the "send to Xero" button for invoicing.
The current default shows the Xero code table from the top, which then needs "scroll + click" to set the correct accounting code.
This is required for each item (room, extras, voucher code).
Everything coming to Xero from Beds24 will be the same Xero code so it would save a lot of clicks to preset the value.
Is it possible to set the default Xero accounting code?
You can now set default account codes for Xero for each property under Apps & Integrations -> Xero
Re: Xero Account - default setting for bookings revenue
Posted: Fri Apr 05, 2024 6:52 am
by vagabondskiclub
just came back to say thanks for the added feature, and that it was implemented so quickly after submitting the suggestion.
it is perfect for the way we use it.