Xero - Important setup requirements

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• Xero Integration

  Requirements Before you integrate Xero with CocoonOPS, it's important to make sure your Xero account is set up correctly. Our Xero connector works with Customers only. If your customer records are not correctly classified in Xero, the two systems ...

• Finance

  Here you can set the default currency and tax rate that is automatically applied to rates that you attached to quotes and consignments. You can also set the date for your company’s financial year end date. General Finance Settings Here you can set ...

• Default Settings

  Set the home country for you organisation, this is used as the default country for pick lists. Here you can set the default units of measurement used in the system. You can also turn on audit logging here. Here you can configure how the references ...

• Quickbooks Integration

  This add-on allows you to automatically sync invoice and credit note data with QuickBooks. Linking To Your QuickBooks Company Once we have enabled the add-on, you will need to link CocoonOPS to your company in QuickBooks This is done by: Going to the ...

• Managing Rates

  You manage the rate codes for costs and revenue through this screen. Each rate consists of the following elements: Label Cost Account Code Revenue Account Code Category Rates require one or both cost and revenue codes. If a rate has a cost code, it ...