Table of Contents
...
Email support@respax.com requesting to “Enable the Xero Feature Flag” for Financials, Organisations and Tours. This is so ResPax staff can configure Xero as your default Financial Archive and Integration Partner.
(Currently Xero, MYOB, SAP, and Attaché are supported)
Once your access is enabled, the related Xero tabs will become enabled in each relevant pageFrom the main menu, click Tools
Click the Financials menu
Select the Financial Settings tab
...
Enter the credentials (client id and client secret) you previously generated in Step 6 of the Xero Configuration screen into the fields below.
Select Save.
...
ResPax Organisation contacts
Waiting on the bug with Editing organisations before I can screenshot
ResPax Tour products
From the main menu, click Tours
Click Tour Maintenance
Click the edit button on an existing Tour
...
Click the Advanced tab
Start typing the Xero product code and the list will search and filter.
The search starts after the first 2 characters/numbers are entered, and searches by code only, not Name.
The search is case sensitive so must match exactly what the Xero product codes are.
Select the matching product code for the ResPax Tour you are updating.
Click on the Add button
The successfully mapped Xero Product will be listed below the Search area
FYI - The Product Codes used for ResPax Tours are configured in Xero Products and services
Financial Exporting
sdaf
...
sdfdsf
...
| Note |
|---|
Prerequisite If the template or one-off SMS uses content fields but there is no booking identified, then this error below is displayed when the user selects Send. |
...