About

 

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Subjects      ▲ ▼

• What is it?
• Why is it Needed?
• Available In?
• To Be Considered
• When Should It Be Used?
• How is it Used?
• What are the Limitations?

 

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What Is It?      ▲ ▼

The swiftpos XERO Pro GL Interface, like the XERO GL Interface, it is essentially used to export swiftpos Sale, Stock Movement, Supplier Invoice and Terminal Cash Off Variance related data to XERO via the XERO API, however does it offer Venues additional features, over and above the XERO GL Interface. Refer to Why is it Needed? for more information.

 

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Why Is It Needed?      ▲ ▼

The swiftpos XERO Pro GL Interface is an advanced version of the XERO GL Interface, and amongst other features, provides the ability to include XERO Tracking Categories as part of the exported data. This maybe useful to larger Venues, like Clubs and Pubs and provides Venues with the ability to track transactional data and hence provide a Venue with the ability to view their financial performance based on Xero's Tracking Categories. For example, these may include Departments, Cost Centres or Regions.

Fundamentally, it functions in the same way as XERO Export interface, however, XERO Pro supports the following:

• Single And Multiple XERO Organisations And Chart Of Accounts (COA) - It supports both single and multiple XERO Organisations, as well as multiple COAs. That is, each XERO Organisation in XERO has it’s own unique COA.
• Tracking Categories - These are configured in XERO and then:
  • Imported into SwiftPOS. Refer to How To Import Tracking Categories Into SwiftPOS for more information.
  • Once imported, they can then be assigned/mapped to swiftpos Location/Media, Location/Master Group combinations and Locations via the assigning/mapping Account tabs. This will ensure they are included with the financial data when exported to XERO.
• Additional Account Assignment/Mapping tabs - These have been included to support the following XERO Accounts:
  • Purchase Accounts
  • Surcharge Accounts
  • Discount Accounts
  • Tax Collected Accounts
  • Tax Paid Accounts

Given the swiftpos PRO XERO Export is primarily the same as the XERO Export interface, with the exception of the above, this document is aimed only to highlight the areas of difference. Hence it is RECOMMENDED that one familiarises oneself with the XERO Export interface first before continuing to read this document any further.

For sites upgrading to the swiftpos V10.62+

 

For sites upgrading to swiftpos V10.62+ please ensure you familiarise with the Upgrade Instructions for swiftpos XERO Pro GL Interface

 

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To Be Considered?      ▲ ▼

• A Venue having multiple XERO Organisations (equivalent to a swiftpos Location Group) with each having their own Chart of Accounts is now supported. In short that means, swiftpos Location Groups (Venues) can now export to separate XERO Organisations and have their own unique Chart of Accounts. Refer to How To Add And Configure A Location Group To Connect To XERO for more information.

 

 

• Refer to the XERO GL Export's To Be Considered for more information.

 

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When Should It Be Used?      ▲ ▼

Any swiftpos Venue that wants to ability to export financial transactional data to Xero and include Tracking Categories in the export.

 

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How Is It Used?      ▲ ▼

XERO Pro can be implemented in a Venue by following the steps outlined in GETTING STARTED.

 

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What Are The Limitations?      ▲ ▼

• It currently only supports the importing of a maximum of two Tracking Categories from Xero.

 

End of article.      ▲