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− | == Xero Integration == | + | =This Content Has Moved House= |
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− | Emersion is committed to integration to 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 supports:
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
− | * invoices being pushed out
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− | * receive payments processed in Xero
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− | * processing credit notes inbound
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− | This basic flow describes the integration further.
| + | [https://resources.emersion.com/display/EKB/Xero Take me to the new articles] |
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− | * A new invoice is generated in Emersion under an account active for Xero. This requires the customer account to be present in both Xero and Emersion. A one to one relationship with one company in Xero and one in Emersion must exist.
| + | [[file:new_home_sm.jpg|900px]] |
− | * This invoice is then created via the integration in Xero.
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− | * The new invoice in Xero is generated with no cardlines and just a description to hold it in place, it is generated in '''Draft''' status.
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− | * The invoice receives cardlines and charges as usual.
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− | * Once the invoice in Emersion is marked as '''Approved''', all pending cardlines will be sent to the appropriate Xero invoice as line items, and marked as '''Approved''' in Xero.
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− | ** If there are any payments allocated against the invoice in Emersion, they will be transferred to the invoice in Xero.
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− | === Integration Supported ===
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− | * A new invoice is generated in Emersion under an account active for Xero.
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− | * This invoice is then created via the integration in Xero.
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− | * The new invoice in Xero is generated with no cardlines and just a description to hold it in place, it is generated in '''Draft''' status.
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− | * The invoice receives cardlines and charges as usual.
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− | * Once the invoice in Emersion is marked as '''Approved''', all pending cardlines will be sent to the appropriate Xero invoice as line items, and marked as '''Approved''' in Xero.
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− | ** If there are any payments allocated against the invoice in Emersion, they will be transferred to the invoice in Xero.
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− | As any payments after this fact are allocated against the invoice in Emersion, so too will they be transferred to Xero for the same value against the invoice.
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− | If:
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− | * any payments are made in Xero against the invoice; AND
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− | * these payments don’t exist in Emersion; AND
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− | * the payment is against an invoice that we know about in Emersion
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− | then Emersion's system will pull the details into Xero and assign a payment against the invoice in Emersion.
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− | These features and functionality assumes the following:
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− | # Each Emersion Service Provider Account to have a one to one relationship with one company in Xero. This is done via the Private API in Xero.
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− | # Emersion knows of ONE bank account that payments go to when sent to Xero.
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− | === Assumptions ===
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− | Emersion knows of ONE bank account that payments, when sent to Xero, go into. The Emersion API is not going to be designed to handle payment submission to a choice of bank accounts or more than one account in Xero marked as ‘receive payment allowed’.
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− | Emersion will only pull over payments to Emersion from Xero in the API, under the following rules:
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− | The payment does not exist in Emersion already.
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− | The invoice that the payment is done against in Xero exists in the Emersion system.
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− | Any overpayments (that in Xero, generate an unrelated new invoice and a credit) will not be pulled over as we have no knowledge of the invoice that is generated by an overpayment (Split payment) in Xero.
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− | == Configuration of Xero and Emersion ==
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− | This requires subscription to the Xero Integration. Please contact sales@emersion.com.au for a quote for this feature.
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− | Before Xero and Emersion integration is configured,
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