Xero

Setting up your integration with Xero.

You must have API access setup on your user account to setup an integration with Xero. You can do this is Settings > Users and Security but clicking on the correct user's account, looking under Access and checking the box next to API access.

What is Xero?

Xero is a cloud-based accounting software. You can read more detailed information on Xero's website.

How can the integration between Xero and Nexudus Spaces help your space?

If you're using Xero in your coworking space, the integration allows you to export invoices created in your Nexudus Spaces account via the dashboard.

How can I integrate Nexudus Spaces and Xero?

First, you'll need to open an account on both platforms. If you still haven't opened a Xero account, you can test a trial version on the Xero website. The next thing you need to do is set up a connection. You can do so by following these steps:

On your Nexudus Spaces dashboard, go to Settings > Integrations and click on Connect with Xero.

You'll be redirected to the Xero log-in page. Enter your credentials.

Xero login screen

Then, you must give the Nexudus app authorisation to access your account. Both applications will now be connected and you'll be sent back to your Nexudus Spaces dashboard.

Authorization screen

How can I transfer an invoice from Nexudus Spaces?

Before you transfer an invoice to Xero, you must make sure that all of the Products, Plans, Charges and Passes that you're invoicing are assigned an account. If you haven't done so already, you can add as many accounts as you need via Finance > Chart of Accounts. Don't forget that these accounts must exist on the Xero account that you're integrating. The accounts that you've added can be assigned to the Products, Plans, Charges or Passes that you're going to invoice, by viewing their details and selecting them in the Account field.

Chart of accounts list

In the integrations section via Space Settings > Integrations fill in or use the Default Tax Code.

Default Tax Code: In this section, you must select a tax code from those available on Xero. This is for the invoices created on Nexudus Spaces, which apply the general tax rate set up on your account.

For more information about the tax rates available on Xero for this field, visit http://developer.xero.com/documentation/api/types/

In this case, use the default tax rate, OUTPUT.

Once you've set up both accounts and assigned the elements that you're going to invoice, you can create a new invoice and transfer it to Xero.

You can transfer an invoice to Xero via the following sections:

Go to the general invoice list and select the record(s) that you want to transfer to your Xero account and run Transfer to Xero from the More Actions... drop-down menu. A confirmation message will appear on the screen.

Transferring an invoice to Xero

The invoices will then be marked with the In Xero tag on the list.

Invoice tagged in Xero have been transferred

If you go to your Xero account, you'll see that the invoices imported correctly.

List of invoices from a Xero account

You can also export an invoice directly from the record's details. To do so, run the action Transfer to Xero from the More Actions... drop-down menu.

Transferring to Xero using the more options menu