xero integration
Is anyone else currently using xero as their acounting software and if so do you export your data out of openvpms and into xero?
I would like to be able to export the till balance report or similar and then import it into xero as a new sales invoice in xero. This could either be done line by line with a new invoice for each client or as a bulk eftpos invoice, cash incoice, etc.
I have attached a sample of the xero csv import format required.
It would be even better if we could get info into xero automatically using the api (http://developer.xero.com/documentation/getting-started/getting-started-...). Is that something that could be done as a core openvpms project or would it need to be developed outside the core software?
Re: xero integration
Hi Matt,
We are using Xero. We do export our sales data out of OPVMS each month as an aggregate in chart of account catagories. That is we just get a total of sales for each COA catagory we then import manually into Xero.
My longer term thought was it would be nice to have more complete integration preferably using the API. It is not our priority at the moment but we would like to see it happen.
Re: xero integration
Do you guys find that Xero is a value for money package? I looked at it recently - as an option to convert from our current system -
We currently use a system called Cashman - which our accounts suggesting but they have since become a Xero Gold partner and want us to move to Xero...
It seems the plans are driven by how many employees you want to pay - I dont see how the basic plans are useful for anyone - ie they dont do Super.
Re: xero integration
Hi,
We are happy with Xero. It suits us in terms of our size. I find it easy to track and am much more able to monitor what I want to and pull and manipulate data easily. Our book keepers take care of the day to day but it is all very straightforward if I need to do something. From an accessibility standpoint alone it is fantastic.
Feel free to contact me off forums if you want to chat about it.
Re: xero integration
How do i integrate the openvpms with xero?
Re: xero integration
Hi Matt,
I started using Xero since the start of the current financial year and I absolutely loved it. Having moved from a manual spreadsheet that I've used for the past 10 years for book keeping to a cloud base accounting software with auto bank feed, it's a huge time saver for me. It is much easier to reconcile money coming in and out now and doing BAS is a breeze in comparison.
I check my end of day till balance report and weekly deposit summary from OpenVPMS but I have not been inputing them as sales invoice into Xero. I setup bank rules for a lot of things including money from POS card terminal and branch deposits to facilitate reconciliation.
After said that, if there is an easy way to integrate OpenVPMS data with Xero, I would love to look into that.
Kind regards,
Anthony (ActiVet)
Kind regards,
Anthony (ActiVet)
Re: xero integration
Anthony - I just looked at Xero's import/exort facility - see https://help.xero.com/au/ImportExport and also https://help.xero.com/au/Accounts_InvoiceImport
Since you can a) import a CSV file; b) download their CSV file format, it should be quite possible to build a report that will export the appropriate data out of OpenVPMS ready for import into Xero.
The trick will be to decide what you want to import. I suspect that you do not want to import every customer invoice that OpenVPMS generates, but rather a daily or weekly summary of some sort.
Regards, Tim G
Re: xero integration
We use Xero and would appreciate any integration in the future especially regarding financial analysis of individual vet performance & productivity
Re: xero integration
I have taken a short look at the Xero API and a number of issues crop up immediately
Xero is an accounting package not a performance/productivity package.
Vets usually only have 1 or 2 income types really.
1. Sales / Service
2. Capital Sales
I cannot see any of you crazy enough to want to import every invoices into Xero and manually reconcile them
What I can see is maybe breaking Sales into COA's and report each time a deposit is performed out of openvpms this would create the transaction ready for reconciliation in Xero.
So we could use the http://developer.xero.com/documentation/api/banktransactions/#POST api to send a transaction broken down by account code totals.
This will allow xero to break down your income by account codes as it does with your expenses currently.
Each Openvpms instance would need a public web address for callbacks from Xero.
Each user would need to setup a private application to use the api. This means setting up an X509 Certificate for your openvpms instance.
The api basically uses XML posts and GETs. Example post below.
<BankTransactions> <BankTransaction> <Type>SPEND</Type> <Contact> <ContactNumber>0006841301</ContactNumber> <Name>Ariki Properties</Name> <ContactStatus>ACTIVE</ContactStatus> <EmailAddress>emailaddress[at]yourdomain[dot]com</EmailAddress> <SkypeUserName>Skype Name/Number</SkypeUserName> <BankAccountDetails>Bank Account Details</BankAccountDetails> <TaxNumber>Tax ID Number</TaxNumber> <AccountsReceivableTaxType>OUTPUT</AccountsReceivableTaxType> <AccountsPayableTaxType>INPUT</AccountsPayableTaxType> <FirstName>Simon</FirstName> <LastName>Greenville</LastName> <DefaultCurrency>USD</DefaultCurrency> <Addresses> <Address> <AddressType>STREET</AddressType> <AttentionTo>Simon G.</AttentionTo> <AddressLine1>Level 71</AddressLine1> <AddressLine2>30 Rockefeller plaza</AddressLine2> <AddressLine3></AddressLine3> <AddressLine4></AddressLine4> <City>New York</City> <Region>New York State</Region> <PostalCode>10112</PostalCode> <Country>USA</Country> </Address> <Address> <AddressType>POBOX</AddressType> <AttentionTo>Simon G.</AttentionTo> <AddressLine1>PO Box 10112</AddressLine1> <AddressLine2></AddressLine2> <AddressLine3></AddressLine3> <AddressLine4></AddressLine4> <City>New York</City> <Region>New York State</Region> <PostalCode>10112</PostalCode> <Country>USA</Country> </Address> </Addresses> <Phones> <Phone> <PhoneType>DEFAULT</PhoneType> <PhoneNumber>5996999</PhoneNumber> <PhoneAreaCode>877</PhoneAreaCode> <PhoneCountryCode>0001</PhoneCountryCode> </Phone> <Phone> <PhoneType>DDI</PhoneType> <PhoneNumber>1234567</PhoneNumber> <PhoneAreaCode>877</PhoneAreaCode> <PhoneCountryCode>0001</PhoneCountryCode> </Phone> <Phone> <PhoneType>FAX</PhoneType> <PhoneNumber>7654321</PhoneNumber> <PhoneAreaCode>877</PhoneAreaCode> <PhoneCountryCode>0001</PhoneCountryCode> </Phone> <Phone> <PhoneType>MOBILE</PhoneType> <PhoneNumber>5555555</PhoneNumber> <PhoneAreaCode>877</PhoneAreaCode> <PhoneCountryCode>0001</PhoneCountryCode> </Phone> </Phones> </Contact> <Date>2015-03-12T00:00:00</Date> <Status>AUTHORISED</Status> <LineAmountTypes>Inclusive</LineAmountTypes> <Url>http://mycompany.org/transactions/230498239</Url> <LineItems> <LineItem> <Description>Bounced Cheque to Pete Smith</Description> <Quantity>1.0000</Quantity> <UnitAmount>10.00</UnitAmount> <TaxType>NONE</TaxType> <TaxAmount>0.00</TaxAmount> <LineAmount>10.00</LineAmount> <AccountCode>404</AccountCode> <Tracking> <TrackingCategory> <Name>Region</Name> <Option>North Island</Option> </TrackingCategory> </Tracking> </LineItem> <LineItem> <Description>Bounced Cheque to John Smith</Description> <Quantity>1.0000</Quantity> <UnitAmount>10.00</UnitAmount> <TaxType>NONE</TaxType> <TaxAmount>0.00</TaxAmount> <LineAmount>10.00</LineAmount> <AccountCode>404</AccountCode> <Tracking> <TrackingCategory> <Name>Region</Name> <Option>South Island</Option> </TrackingCategory> </Tracking> </LineItem> </LineItems> <SubTotal>20.00</SubTotal> <TotalTax>0.00</TotalTax> <Total>20.00</Total> <BankAccount> <AccountID>aa4ff7ab-0dab-41c0-a81a-7af94414c111</AccountID> <Code>B01</Code> </BankAccount> <CurrencyRate>1.000000</CurrencyRate> </BankTransaction> </BankTransactions>I dont see anyway you could track any sort of performance data out of Xero the only improvement I can see is
1. Sales will be broken down by COA(chart of accounts)
2. Delivery Invoices for suppliers could be uploaded and broken down by COA(chart of accounts) as well. Where the delivery is delivered using openvpms's delivery interface.
Just my thoughts after looking at the Xero API