{"id":11636,"date":"2023-01-15T17:03:31","date_gmt":"2023-01-15T17:03:31","guid":{"rendered":"https:\/\/www.xeroom.com\/?page_id=11636"},"modified":"2023-02-14T18:52:55","modified_gmt":"2023-02-14T18:52:55","slug":"screenshots","status":"publish","type":"page","link":"https:\/\/www.xeroom.com\/screenshots\/","title":{"rendered":"Xeroom Screenshots"},"content":{"rendered":"
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<\/a><\/p>\n <\/a><\/p>\n Xero doesn’t provide sub-accounts for sales so for sales analysis there are two options A) Use the Chart of Accounts numbering sequence to add analysis for sales or B) Use the Xero Tracking Categories.\u00a0 Xeroom facilitates the use of both of these.\u00a0 For Product category mappings into Xero sales accounts by:<\/p>\n Taxes can be set in two ways – simple and complex.\u00a0 With simple mapping there is just one geographic mapping for each tax method.\u00a0 With complex all of the geographic methods can be mapped.\u00a0 All of the available tax methods in Xero are shown as a drop down list so the relevant tax can be quickly selected and set.<\/p>\n <\/a><\/p>\n <\/a><\/p>\n <\/p>\n <\/p>\n This will enable you to set up a synch of all product inventory on a schedule, either way from WooCommerce to Xero or vice-versa.\u00a0 We also provide a debugging facility in order to help pin point and resolve any errors since Xero doesn’t provide detailed logs of this process.\u00a0 Any problem products can be blacklisted to avoid the synch failing.\u00a0 In addition to this there is an inventory check that takes place on checkout so that if the amount is zero then the order is not allowed to complete.\u00a0 \u00a0Xeroom will produce a log in Excel form of each inventory synch listing the products and inventory values.<\/p>\n <\/a><\/p>\n <\/p>\n <\/a><\/p>\n <\/p>\n <\/p>\n This enables all the products from WooCommerce to be synched from Xero and vice-versa.\u00a0 This is useful for\u00a0 two things:<\/p>\n 1)\u00a0 Initial setup<\/strong> – where the products only exist in one app and save messing around with spreadsheets as Xero is very fiddly to do this in.<\/p>\n 2)\u00a0 Ongoing hard updates<\/strong> – of product prices and descriptions from whichever app you decide to make your master to the other thus avoiding errors on prices, missing or duplicated products.\u00a0 <\/p>\n Synchs can be done as one-offs or on a schedule and will always create a log file in Excel format detailing what updates have been made.<\/p>\n <\/a><\/p>\n This tab is to allow any invoices that get paid in Xero (eg at the month end with B2B customers paying on account) to be synched back to WooCommerce so that their status is updated.\u00a0 The status then turns blue on the order screen for Xero Status.\u00a0 One very useful feature is that this can also autocomplete the order too and be limited to virtual products only as physical ones may require manual completion instead.<\/p>\n <\/a><\/p>\n <\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.19.5″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ custom_margin=”|15px||15px” custom_padding=”|15px||15px” hover_enabled=”0″ z_index_tablet=”0″ 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header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” use_border_color=”off” global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n <\/a><\/p>\n Xeroom turns this into a Xero invoice status management screen by adding the following:<\/p>\n <\/p>\n <\/a><\/p>\n <\/p>\n Xeroom has added the following data:<\/p>\n <\/p>\n Essential for troubleshooting this screen feeds back any errors encountered by Xeroom in posting the order or payments, synching the inventory and most important of all feeds back any errors generated by Xero when processing the post.\u00a0 Errors are presented to the user screen if orders are posted individually but not if sent in bulk.\u00a0 They are listed by 1)WordPress Post ID, 2)Order No 3)the message itself and also have a 5) time stamp and 4)search facility .<\/p>\n <\/p>\n <\/a><\/p>\n This tool is useful if you wish to upload historic data and past orders in bulk.\u00a0 It makes the whole process quick and easy.\u00a0 The orders are set by number in a spreadsheet which is loaded into Xeroom.<\/p>\n <\/a><\/p>\n <\/p>\n Products mapping granularity is important and data can be mapped to Xero codes either by category or individually.\u00a0 This applies to not only the Sales Account to be used but also the COGS account and Inventory Asset Accounts.\u00a0 Furthermore if Xero Tracking Categories are being used then they can also be set at product level.\u00a0 Finally if products are being synched then they can be added individually.\u00a0 All of these data can be selected from drop-down lists individually or populated in bulk by uploading values from a spreadsheet into WooCommerce using an importer plugin.<\/p>\n <\/a><\/p>\n <\/p>\n <\/p>\n Enable the send Stripe fee option by selecting the Xero fees account you want them paid into and ticking the box:<\/p>\n <\/p>\n <\/a><\/p>\n The Stripe fees for each transaction then will be posted into that account.\u00a0 The payment for the fee will be made against the bill created and appear in the Stripe Bank account in Xero.<\/p>\n <\/p>\n\n
\u00a0<\/h2>\n
Taxes Screens<\/strong><\/h2>\n
Global Inventory Synch<\/strong><\/h2>\n
Global Product Synch<\/strong><\/h2>\n
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Invoice Paid Status Synch<\/strong><\/h2>\n
WooCommerce Order Management Screen<\/strong><\/h2>\n
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WooCommerce Individual Order\u00a0<\/strong><\/h2>\n
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Debug Screen<\/strong><\/h2>\n
Bulk Data Load Tool<\/strong><\/h2>\n
Product Data Additions for Xero<\/strong><\/h2>\n
Stripe Fees Posting<\/strong><\/h2>\n