PMS integration to Xero

How elina PMS works with Xero

 

How often is sync?

• Invoices and payment information syncs are every 10 minutes or less.

What Syncs to Xero?

• Debit and credit invoices - can sync as draft or confirmed
• Company or guest account info
• Payments part or full - can choose to sync or not sync.

Fields That Sync to Xero

• Invoice date
• Invoice due date
• Invoice number
• Booking reference (system / channel)
• Invoice line description - can be customised, ie guest name, placeholders (standard or custom system fields).

Mapping

• Vat levels / tax code
• Payment type
• Account / department.

Multi System

• Map one Elina system to multiple Xero accounts.

User Interface

• List view of all successful, failed, errors and re-queued by volume. Action any issues. Includes links to direct invoices in Xero
• On invoices see time of invoice sync, payment sync and status. Direct link to go to Xero invoice from Elina invoice. 

Summary

Invoice generated in Elina with invoice number or paid (whichever happens first) sends to Xero. If the invoice recipient is new then Elina sends the contact details to Xero. If the invoice recipient already exists this does not happen (but it will send updates if the invoice recipient details have changed since the last invoice that was sent across). Credit notes generated in Elina against a debit note sends to Xero. Payment received for invoice in Elina sends payment transaction for said invoice to Xero. Payment/Refund and Payment Receipt transactions done on Elina accounts do not send across to Xero as they do not relate to specific invoices. Deposits collected in Elina, for example to hold against a booking, or to allocate as payment when the invoice is generated, do not send across to Xero. They are typically used to pay for damages (with difference being refunded), or as payment in full or towards the final bill, so the payment made by deposit will be sent across to Xero. Tax code mapping (tax code in Elina mapped to equivalent tax code in Xero). Invoice department mapping to Accounts in Xero (invoice department in Elina mapped to sales code in Xero). Payment type mapping (payment method in Elina mapped to sales code in Xero.) 

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