If you are using Xero as your Accounting system, you can link it to NightsBridge. Any revenue information (invoices and credit notes) generated in your bookings system can be delivered to Xero automatically.
This saves you time and money in trying to get your financial information from one system to another.
You can only integrate one NightsBridge BBID to one organisation on Xero.
Complete these set up activities
- Set up your Xero. Please contact Xero if you need help on how to do that.
- Create Item Codes (Products and Services) in Xero.
- Create GL Accounts (Chart of Accounts) in Xero.
- Make sure you have access to the Account Export tool from NightsBridge.
The integration can continue when this set up has been done.
Set up the Accounts Export tool with the information from Xero
- Open your Account Export tool. Please look at our article on how to access the Accounts Export Tool if you need more information.
Choose the accounting system
- Click on Xero.
- A note will display on how to link your Xero with NightsBridge.
- Make sure you have your Xero login details on hand.
Connect to Xero
Click to Connect to Xero.
You will now be directed back to Xero's accounting screen.
Select the organisation for NightsBridge to be linked
Log into Xero.
How many entities are you managing in Xero?
- Your organisation will appear in the organisation box.
- Click to Allow Access.
- Select the organisation you want to access.
- Click to Allow Access.
Do you already have customers set up on Xero for your NightsBridge guests?
- If you want to avoid creating possible duplicate customer accounts, you will need to map your existing guests on NightsBridge to your customer accounts on Xero.
- Use our article on how to map clients on NightsBridge to customer accounts on Xero if you need more information on how to do this.
- You can continue with the integration settings.
Integration Settings
The map accounts and items will need to be updated so that NB can send your invoices with the information that Xero expects.
Mapping account and items
Doing correct mapping insures the accommodation and extras goes to the right General Ledger account and TaxType.
- Use our article on How do I map stock to an Accounting system if you need more information on how to do this.
Credit Note Export Status and Invoice Export Status
- This is the status of the document as NightsBridge would post to Xero.
- Select the status you want the documents to be posted as:
- Draft. The invoice which has been exported to Xero can still be edited.
- Submitted. The document is is awaiting for approval to finialise an invoice.
- Authorised. The invoice has been finalised and no changes can be made.
- We recommend that you set your documents to "Draft" until you're comfortable with the export process.
Beginning of Financial Year
- Select the beginning of your current financial year.
Save your integration settings
- Click to Save the settings you have put in.
A message will appear to confirm that the settings have been saved.
Generate invoices and import invoices and credit notes to Xero
You have now finished setting up and are ready for your first batch for export to Xero.
- Look at our article on how to generate an invoice.
- Look at our article on how to export invoices and credit notes into Xero.