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| − | == Xero Integration == | + | =This Content Has Moved House= |
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| − | 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. |
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| − | 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
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| − | * Synchronising invoices created in Emersion with Xero.
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| − | * Breaking down of ledger card lines within Emersion by ledger code
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| − | * Receiving payments and credit notes from Xero and reflecting them in Emersion
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| − | * Pushing payments received in Emersion to Xero
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| − | == Configuration of Xero and Emersion ==
| + | [https://resources.emersion.com/display/EKB/Xero Take me to the new articles] |
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| − | 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]] |
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| − | Please contact [mailto:sales@emersion.com.au sales@emersion.com.au] if you are interested in this feature.
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| − | You will know when the Xero integration is enabled when you have access to '''Admin > Xero'''
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| − | Watch the training video to:
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| − | * Learn how to connect to Xero from Emersion
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| − | * Set your default payment method to go to your nominated bank accounts in Xero
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| − | * Map Ledger codes against Xero accounts
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| − | * Associate Emersion 'accounts' with Xero 'contacts'
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| − | <mediaplayer MWPlayerConfig="MyCustomConfig" height="800" width="1200">https://dl.dropboxusercontent.com/u/7835865/Emersion_Training-Using_Emersion_and_Xero.mp4</mediaplayer>
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| − | == Synchronisation with Accounts ==
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| − | Customer accounts in Emersion need to be linked to contacts in Xero. You can do this in one of two ways:
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| − | === Creating a new Customer ===
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| − | When you create a new customer in Emersion, first screen in the wizard includes a '''Xero Account Name''' field. Use the dropdown to select which account to link to this new customer.
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| − | [[File:xero-create-customer.png|The Create Customer Wizard showing Xero fields]] | |
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| − | === Updating Existing Account ===
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| − | To update the existing settings for a customer, or to add settings to a customer created before you set up the Xero integration follow the steps below.
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| − | '''NAV: Customers > Customer List'''
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| − | Find a customer and open their account by clicking on the account ID.
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| − | Click the '''Details''' tab then click the '''Xero Integration''' sub tab.
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| − | To change the account accociation for the customer:
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| − | # click '''Edit''' to enter edit mode on the page.
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| − | # Select the Xero account from the list available.
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| − | # '''Save''' the settings.
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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.
