This is an additional module to your main Zedonk system. For further information , please click here HELLO ZEDONK
Access the Xero Connector is controlled at user level
(In Xero) Settings > Currencies
(In Xero) Settings > Looking for advanced settings? > Chart of accounts
You will need to enter the numbers of the appropriate nominal ledgers for your sales invoices and credit notes as these will be entered on the next Zedonk screen. Please ensure these are REVENUE nominals.
(In Xero) Settings > Looking for advanced settings? > Tracking categories
You must add both the <tracking category name> and the <category options>, matching your data in Zedonk.
Account Code fields must be populated with a valid "Revenue" <Type> in your Xero, Chart of Accounts.
TRACKING OPTION 1 and TRACKING OPTION 2 allow you to assign pre-created Tracking Options in Xero to your invoice/credit notes. These will be allocated to the invoice/credit note when imported in Xero.
Tracking options available from Zedonk:
- #CUSTOMER_CATEGORY#
- #CUSTOMER_TERRITORY#
- #ORDER_SEASON_NAME#
- #ORDER_TAG#
- #ACCOUNT_MANAGER#
- #CURRENCY#
For example, if you want the Customer Category in TRACKING OPTION 1 to be sent to Xero at sync - create a Tracking Option in Xero called "CATEGORY" and enter the tag "#CUSTOMER_CATEGORY#" or in Tracking Option 1 in Xero Configuration Settings in Zedonk. When you sync the names are checked and imported.
Note that the #ACCOUNT_MANAGER# is linked to the <Account Manager> field assigned in the Customer record. #CURRENCY# is linked to the <Order Currency> on the Invoice or Credit Note, known as <Currency Name> in System Settings > Bank Details.
N.B Tracking Options are case sensitive and entries in Zedonk and Xero should match using this criteria.
1. Automatically Upload the Zedonk PDF of the Invoice onto the Invoice entry in Xero (None/Export (Classic) / Export / Domestic (Classic) / Domestic).
2. Automatically Upload the Zedonk PDF of the Credit Note onto the Credit Note entry in Xero (None/Standard (Classic) / Standard / With Size (Classic) / With Sizes).
3. You can leave this set to [Automatic] unless you are using a specific sales tax entry you have created in Xero for your taxed invoices. Sales Tax can only be selected in the Configuration Settings after connecting to your Xero account within Xero Connector. You must choose a specific sales tax if you use the Global version of Xero, otherwise, the default 0% tax may be applied.
4. You can leave this set to [Automatic] unless you are using a specific sales tax entry you have created in Xero for your EC Zero Rated invoices. Zero Rated EC Tax can only be selected in the Configuration Settings after connecting to your Xero account within Xero Connector.
5. You can leave this set to [Automatic] unless you are using a specific sales tax entry you have created in Xero for your Zero Rated invoices. Zero Rated Tax can only be selected in the Configuration Settings after connecting to your Xero account within Xero Connector.
6. You choose to push into Xero the FX rate you have set in Zedonk for your additional currencies or to use the one already in Xero (from xe.com).
