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Xero Accounting Management ERP
Hvantage Technologies has developed a new module to sync invoices and payments between XERO Accounting and ERP systems like Odoo. The module allows for scheduled synchronization of invoices and payments between the two systems, keeping validation on accounts to ensure income/sales and payment accounts are accurate. It also reconciles invoices against imported payments from XERO. The document provides information on setting up mappings between accounts in XERO and Odoo, exporting invoices from Odoo to XERO, and importing payments from XERO to Odoo.
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- 1. [email protected] Callus:+1-347-918-3427 XERO Accounting Integration HVANTAGE TECHNOLOGIES INC 23463Haynes St. West Hills Los Angeles California 91307
- 2. [email protected] Callus:+1-347-918-3427 Table of Contents ➢Introduction ➢ Significance ➢ Modules /Features ➢ Service Delivery Methodology ➢ About Hvantage Technologies
- 3. [email protected] Callus:+1-347-918-3427 INTRODUCTION Business organisations usesdifferent software specific to different department activities eg: XERO Accounting system is used to keep online records of Invoices and its payment. Hvantage technologies developed new module to sync. Invoices and payments.This synchronisation can be triggered on scheduled frequency. This modules keeps validation on the accounts to be hit for Income/ Sales Account also for Payments. Similarly, Invoices gets reconciled against payments imported from XERO.
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- 6. [email protected] Callus:+1-347-918-3427 MAPPING SETTINGS (1-3) ChartOf Accounts: Code given to Accounts created in Odoo and corresponding accounts in Xero accounting should be same. Suppliers : Select menu Accounting -> Suppliers -> Suppliers. Select supplier and Sales & Purchase tab on supplier page. In field : "Xero Reference" , select value of the corresponding field : "Account Number" in Xero Accounting (Contact - >Suppliers->Supplier-> Contact Details ->Account Number).
- 7. [email protected] Callus:+1-347-918-3427 Products: Select menu Warehouse-> Products -> Products. Select product and Information tab on products page. In field : "Internal Reference" , select value of the corresponding field : "Item Code" in Xero Accounting ( Accounts->Inventory->Item Code) MAPPING SETTINGS(2-3)
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- 9. [email protected] Callus:+1-347-918-3427 EXPORT TRANSACTIONS(1-2) ➢ Selectmenu Accounting -> Xero Accounting - >Import Export ➢ Click on Export Invoice button, then click on add item. ➢ Select invoices to be exported. ➢ Click on Export Invoice button. ➢ Result of above steps is selected invoices are now in Xero Accounting (To view exported invoices, select menu Accounts ->Sales->Invoices in Xero accounting). Products and customers/suppliers associated with Invoices are also exported to Xero accounting. Using export invoice functionality both Sales Invoices and Purchase Invoices can be exported.
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- 11. [email protected] Callus:+1-347-918-3427 IMPORT TRANSACTIONS(1-2) ➢ Selectmenu Accounting -> Xero Accounting - >Import Export ➢ Click on Import Payments button ➢ On successful import Message "All payments are imported" will be displayed. ➢ Import payment functionality import payments received from customers as well as payments paid to suppliers.
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- 13. [email protected] Callus:+1-347-918-3427 NOTIFICATION(1-2) Export Invoices: ➢ Customercreation notification: ➢ Email notification sent as per email settings configured in Odoo, when new customer is created.
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- 17. [email protected] Callus:+1-347-918-3427 ➢ Founders: Foundedin 2011 by Neelesh Jain - serial entrepreneur in telecom & real estate ➢ Locations: 2 offices in Indore, India with 150 technology and operations team ➢ Expertise: Development Support, Back Office Support, Customer Support, E-Commerce Management Support, Offshore & Outsourcing Support Services ➢ Domain Expertise: Healthcare, Banking, Finance, IT & Technology, Internet, Shared Economy, and e-Commerce ➢ Lean Operating Model: Sales and support in US & operations in India Our Clients
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- 19. [email protected] Callus:+1-347-918-3427 User Experience (Web, Mobile,Desktop & Internet of Things) Business Process (Rules, Workflow & Transactions) Data Store (Real-time & High Performance) Business Intelligence & Analytics (Insights & Trends) Big Data (Preparation & Processing) ➢ Product development and management ➢ Mobile, Web, Desktop Application Design and Development ➢ Technology Services ➢ Desktop and Infrastructure Support Technology Capabilities Onsite creative team to design multi-platform dynamic effective user interfaces. Design Analysis, Development & Quality delivered using Agile Process. Build Manage Product management, strategic alignment & architecture assessment Support Continuous improvement, product support & training
- 20. [email protected] Callus:+1-347-918-3427 Operations Capabilities ❏ 24/7operations support across three countries USA (Onsite), Brazil(Near Shore) and India (Offshore) ❏ High tech operations office in India ❏ Expertise in ECommerce, Logistics, General Administration, Accounting ❏ Desktop and Infrastructure Support We have carefully built a culture where customer is our first priority. Our talented operations team is fluent in English, trustworthy & experienced in operational management & execution. We practice industry standard technology & processes to secure your information. Security Efficiency We provide competitive advantage to our customers with operational innovation and efficiency. Talent Care
- 21. [email protected] Callus:+1-347-918-3427 Hvantage creates designs thatreflect client’s outlook Design Using innovative ideas & result-oriented implementations to develop successful digital strategy for your business Idea Meticulously thought out design & development, SEO , E-Commerce and Back Office support services Plan Generate relevant traffic to your website from various search engines SEO ❏ Native mobile applications (iOS, Android & Windows) ❏ Dedicated onsite designers and developers. ❏ Faster time of market with existing tested mobile components to plug in. ❏ End to end development including deployment to app store. Mobile Capabilities
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- 23. [email protected] Callus:+1-347-918-3427 Hvantage – IndiaLocation – Indore City Comparing to Los Angeles it's half in area and population (562 sq/km for 2.1 Million). Indore has 2 operational and 1 proposed IT park, with presence of InfoSys, TCS & Collabera. Indore is connected with an International Airport & Rail/Road. Bus Rapid Transit system keeps traffic in control. Indore provide the key ingredients of life including great weather, food variety, entertainment parks, sightseeing, malls, hospitals, sports institute, education and a family friendly place to retain the talent. Resources: Wikipedia, IIM Indore, IIT Indore Indore is an inviting opportunity with quality infrastructure at low cost. Talent/Opportunities: Only city in India with the presence of most reputed international colleges Indian Institute of Management (IIM) and Indian Institute of Technology (IIT). There are over 50 colleges and educational academies in Indore feeding the talent to domestic & international businesses. Cost: A Tier 2 city, keeps the TCO almost half of the big 5s.
- 24. [email protected] Callus:+1-347-918-3427 Hvantage India Offices Hvantage’sIndia office is a state of the art facility designed around maximum productive software development environment. The open floor design encourages communication and collaboration, both between techies and with our clients. 8000 sq. feet professionally arranged space (2 offices) Seating capacity 150 associates 6 manager’s cabins 24 hours power backup Large conference rooms Internet connection up to 100 mbps, multiple leased lines for client requirements Ample parking space 24 hours security guard Server room with restricted access
- 25. [email protected] Callus:+1-347-918-3427 HVANTAGE TECHNOLOGIES INC Address: 23463Haynes st West hills Los Angeles California 91307 Phone: +1-347-918-3427 [email protected] www.hvantagetechnologies.com
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