Xeroom Version 3.0.0 – 30th January 2024, Release Notes

Category:

Description

Enhancements:

1.      New Versions – Xeroom has been refactored to provide Starter and Premium versions with upgrade option for new Starter customers.  Existing users are converted to Premium.  The Starter version is priced at $97 with a reduced-feature set for customers who are just starting off with their integration and who don’t yet need the more advanced features of the Premium version. 

Starters can upgrade to Premium at any time and only pay the prorata difference. Downgrades have to be done on subscription renewal.  To upgrade please visit this page https://www.xeroom.com/licence-upgrade/.

Important – As this is a major upgrade, please run a few test orders to ensure everything is working correctly and send us a support email if they are not. Be prepared to rollback to the previous version 2.7.3 if you have a problem which can be downloaded from here https://www.xeroom.com/xeroom-36/.


Feature comparison table:

Feature Comparison

Xeroom  Premium

Xeroom Starter

 

Feature Comparison

Xeroom  Premium

Xeroom Starter

Annual Price US$

$197.00

$97.00

 

Payments Synch with Xero

 

 

Credibility

 

 

Map multiple payment gateways to multiple Xero clearing/bank/card accounts

Free trial available?

 

Control of payment auto-posting by gateway

Dedicated app or generic tool?

 

Send payments on account, manage and use for orders

Xero only specific app or generic tool?

 

Synch payments made in Xero back to WC in real-time

WordPress plugin or 3rd party platform

 

Autocomplete orders once paid in Xero (all or digital only)

Independent Trustpilot reviews available?

 

Product Synch with Xero

 

 

Developed by chartered accountants?

 

Update descriptions &/or prices  – Either way synch to/from WC-Xero in real-time

Useability

 

 

 

Map individual products to their respective Xero product accounts in Xero including sales, Cost Of Goods Sold  and Inventory Asset Account

Easy to install & maintain for IT staff

 

Inventory Synch – Either Way WC-Xero

 

 

Easy to setup & configure for bookkeepers

 

Real-time synch for order inventory items

Debug screen to feed back any Xero error messages

 

Debug mode and blacklist options for problem items

Bulk upload tool for historic data migration

 

Choice of synch direction

Drop-down lists of Xero data for easy installation

 

Management of Orders & Processes

 

 

Customisable opensource code

 

Colour coded Xero order status in WC order dash

Xero security token refresh every 15 min for extra stability

 

Set invoice send triggers: Automatic, manual, schedule, bulk send or order status

Xero connection status/reconnection button

 

Set custom order status send triggers

Create Invoices in Xero – Data sent

 

 

 

Order dash display – filter orders by Xero status

Send orders, customers, products, prices, PO numbers

 

Send order button from within order

Map basic tax classes and rates to Xero tax methods

 

Send payment button from within order

Map detailed tax classes and rates to Xero tax methods

 

Bulk pick and send/resend of orders and payments

Map sales to Xero accounts by product category or geography

 

Resend a modified order that has already been sent

Send simple, variable & subscription products in orders

 

Order notes updated with send-to-Xero actions

Match customer to Xero contact by name, email or company

 

Mirror B2B payment on account & other processes

Send order notes & delivery address

 

Decouple sending from checkout to in case of delays

Refunds – Send full & partial to Xero

 

eBay and Amazon order – skip sending orders by email.

Generate Credit Notes for refunds – full or partial

 

Automatically email created Xero invoices to customers

Cancelled orders – Generate Credit Notes in Xero

 

Other Plugin Comptability

 

 

Handle all coupon types and discounts

 

WooCommerce Invoice PDF plugins – All vendors

Handle orders in multiple currencies

 

WooCommerce Custom Order Status Manager

Send customer account nos

 

Woocommerce Sequential Order Number

Send Stripe fees to overhead ac

 

PO Number for WooCommerce

Add Xero tracking categories to products & invoices

 

WooCommerce Account Funds

Map shipping revenues to account

 

WooCcommerce Payment on Account

Xero Invoice Settings

 

 

 

WooCommerce Deposits and Partial Payment

Invoice creation status – draft or approved

 

Custom Coupon Codes

Add prefix to Invoice No

 

WooCommerce Wholesale Prices

Set Invoice No to Order No or use Custom PDF No

 

WooCommerce Product Bundles

Set Invoice Ref with Order No, Prefix and Gateway

 

WooCommerce Conditional cart fees -Web Solution

Set Invoice Ref from PO No, custom plugin or any PDF Invoice plugin

 

WooCommerce Subscriptions

Set custom shipping price code and description

 

Support & Additional Services

 

 

Select Xero or WC prices and descriptions for invoices

 

Email support – Free & unlimited

Use WC or Xero user address in invoice

 

Updates & Bug Fixes  – Included

Set Xero invoice due date

 

Free Chat

Set Xero rounding account

 

Paid telephone support

Ability to handle special characters and hyphens in SKU and Xero product codes. Also handle codes > 30 characters.

 

Paid installation services

Based on Xeroom Version 3.0.0

 

 

 

Paid pre and post-sales services

 

 

 

 

Total Feature Count

82

44

2.      Cancelled orders – Will generate a Credit Note in Xero for Unpaid invoices. Previously Unpaid status invoices in Xero could be voided but if the period was closed then this was not possible.

3.      WC Deposits and Partial Payments Plugin – Compatibility is now added for this so that deposits and part payments get posted onto the invoice in Xero.
This is a very useful plugin whose name speaks for itself. At checkout the user is given the option to order by paying a deposit the balance can be paid at a later stage. We have added compatability so that the deposit and subsequent payments get posted correctly to Xero.

 

4.      Paid in Xero – User agent added for webhook calls to avoid getting blocked by WP Engine host.

5.      Coupon Account – Coupon amounts are now posted to the relevant product accounts (allocated if multiple products) instead of coupon account.

6.      Credit Notes for partial integers – Credit notes will now handle non-integer quantities eg 0.3 of a unit refund.

 

Bug Fixes:

1. Refund error – HPOS Call to member function get_function() null.

2. PHP Fatal error from malformed UTF-8 characters, possibly incorrectly encoded.

3. For non-instant payments when an invoice is voided in Xero then the status of the order in WC changes to “Processing”.

4. Xeroom debug – Data Tables Warning Ajax error.

5. Paid in Xero – Status flag colour not changing sometimes.

6. Uncaught Error: Cannot use object of type stdClass.

 

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Xeroom has been created, developed and tested over the last 10 years by a team of experienced UK professional accountants, bookkeepers and developers.

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Twyford, Berkshire, RG10 0LL, England

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