A guide to configuring Xero Online T-Codes in RMS when using the Financial Interface module.
Overview
The Memo and Job fields in Xero Online can be populated with preconfigured information using T-Codes in RMS.
If there are no T-Codes for an individual record, then only the default Header Memo will be included in the financial export.
The default Header Memo is 'Night Audit' for Accrual Accounting properties and 'Cash' for Cash Accounting properties.
Xero Online is accounting software that can be connected to RMS.
The interface to Xero Online enables properties to map their General Ledger Account Codes to ledger movements and payments, and export this financial information from RMS.
Tracking Categories and sub-categories can be setup in RMS to be included in the exported file to Xero against all relevant transactions.
Guide
In the side menu of RMS, go to Setup > Accounting > T-Codes.
- Select the T-Code Type.
- Enter the Memo in the 'T-0' column.
- Select 'Save'.
Repeat for all required Memos.
Entries in additional T-Code fields will not display on the Xero Online export.
Financial Exports will include Memo and Job for General Ledger Account Codes, Mappings, Receipts, Credit Cards & EFTPOS.
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