|
|
| (60 intermediate revisions by 4 users not shown) |
| Line 1: |
Line 1: |
| − | == Xero Integration == | + | =This Content Has Moved House= |
| | | | |
| − | Emersion integrates seamlessly with the Xero Billing Platform found at www.xero.com. | + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
| | | | |
| − | Emersion and Xero features:
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
| − | * Linking Emersion Accounts with Xero Contacts
| |
| − | * Synchronising invoices created in Emersion with Xero.
| |
| − | * Breaking down of ledger card lines within Emersion by ledger code
| |
| − | * Receiving payments and credit notes from Xero and reflecting them in Emersion
| |
| − | * Pushing payments received in Emersion to Xero
| |
| | | | |
| − | == Configuration of Xero and Emersion ==
| + | [https://resources.emersion.com/display/EKB/Xero Take me to the new articles] |
| | | | |
| − | Before you can configure the Xero Emersion integration, you are required to have the feature enabled on your service provider account.
| + | [[file:new_home_sm.jpg|900px]] |
| − | | |
| − | Please contact [mailto:sales@emersion.com.au sales@emersion.com.au] if you are interested in this feature.
| |
| − | | |
| − | You will know when the Xero integration is enabled when you have access to '''Admin > Xero'''
| |
| − | | |
| − | Watch the training video to:
| |
| − | | |
| − | * Learn how to connect to Xero from Emersion
| |
| − | * Set your default payment method to go to your nominated bank accounts in Xero
| |
| − | * Map Ledger codes against Xero accounts
| |
| − | * Associate Emersion 'accounts' with Xero 'contacts'
| |
| − | | |
| − | <mediaplayer MWPlayerConfig="MyCustomConfig" height="800" width="1200">https://dl.dropboxusercontent.com/u/7835865/Emersion_Training-Using_Emersion_and_Xero.mp4</mediaplayer>
| |
| − | | |
| − | == Accounts Synchronisation ==
| |
| − | | |
| − | Customer accounts in Emersion need to be linked to contacts in Xero.
| |
Latest revision as of 13:21, 14 May 2018
This Content Has Moved House
This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
Take me to the new articles
