Versions Compared

Old Version 7

changes.mady.by.user Steve Cullen

Saved on

compared with

New Version Current

changes.mady.by.user support_howto

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents

...

  1. Click on the My Apps tab, and click the New app button, or the Xero Wizard may suggest a New app.

...

  1. (a) Set the App name to : ResPax
    (b) Set the Integration type to : Web App
    (c) Set the Company or application URL to :

https://app.respax.com/admin/[org-code]

or

https://app3.respax.com/admin/[org-code]

(d) Set the Redirect URI to :

https://app.respax.com/api/common/oauth/provision/callback

or

https://app3.respax.com/api/common/oauth/provision/callback

Tip

Your org-code is your ResPax Organisations Code.
eg. org-code STD would be : https://app.respax.com/admin/std
The org-code is chosen when signing the contract, and is used as your unique identifier within the ResPax environments and ResPax Operator Network (RON).
Traditionally, it is the first organisation code created in your ResPax database and represents the database owner. It will be (or one of) the Organisations with a status of ‘Owner’. see below
The org-code is also used in your public booking links. eg https://app.respax.com/public/std/

...

  1. 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 page

  2. From the main menu, click Tools

  3. Click the Financials menu

  4. Select the Financial Settings tab

...

  1. 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.

...

  1. From the main menu, click Settings

  2. Click Organisations

...

  1. Click the edit button on an existing Organisation

...

  1. Click the Financials tab

...

  1. Start typing any part of a Xero contact to search for a match

...

  1. From the main menu, click Tours

  2. Click Tour Maintenance

  3. Click the edit button on an existing Tour

...

  1. Click the Advanced tab

  2. 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

  3. The successfully mapped Xero Product will be listed below the Search area

  4. FYI - The Product Codes used for ResPax Tours are configured in Xero Products and services

...

  1. From the main menu, click Tools

  2. Click the Financials menu

     

  3. Select the Xero tab

...

  1. Refer to the image below for the 4 exporting steps

...

  • Choose a FROM date (these are travel dates, not booked dates)

  • Choose a TO date (these are travel dates, not booked dates)

  • Choose a Financial Entity (Booking Owner)

  • Click on the Apply Filters button

Step 2/3 - QA each booking that is correct and ready for exporting

...

  1. After selecting Export, a confirmation message is displayed.
    Click on the Export button

...

  1. The export page will display a processing message.

    Image RemovedImage Added

  2. On refreshing the export page, the status of the exported bookings will change from Ready to Export to Exported

...