In ResBook PMS:
Step 1: Enable Connection
Log into ResBook PMS > 
Settings > System Settings > Click on [Xero]
Click on ‘Connect to Xero’. You will be prompted to enter your e-mail and password to log on to Xero:
In Xero:
Step 2: Authorise the connection to ResBook PMS
Click on the drop-down box and select the appropriate Xero account to connect to ResBook PMS
Once you have logged into your Xero account, go to Settings > Select [Chart of Accounts].
Step 3: Generating GL code
Establish an account for your product (in this case, your property name), which will generate a GL code to be implemented into ResBook PMS later on.
Here is also where you will also find the GL code for your bank account; unless it is not added into Xero, you will need to do so by ‘add bank account’. Save the settings.
In ResBook PMS:
Step 4: Finalizing ResBook PMS - Xero integration settings in Xero
When using ResBook PMS to generate invoices, this can be done in 2 forms:
| Type | Scenario | ResBook PMS user | Updated to Xero |
| 1) Guests check-in | Full payment is taken when guest(s) checks in | Invoice is generated; payment is collected at the counter and entered into ResBook PMS. The invoice is balanced. | All balanced invoices sent to Xero would be displayed under Accounts > Accounts Receivables. |
| 2) New Bookings | New Bookings enter ResBook PMS | Invoices are generated soon after bookings enter/are entered into ResBook PMS. | All incomplete invoices sent to Xero would be displayed under Draft. |
Kindly establish which method you will use for invoicing before proceeding with the final setup of ResBook PMS and Xero.
Step 5: Configuring Xero for your ResBook PMS
a) Simplest Tracking: To keep things simple and have all bookings mapped to one GL code, you will need to assign the GL code created within Xero and to the 'Default GL Code' as per screenshot:
b) Comprehensive Tracking: If you wish to record each stock unit, please create a GL code in Xero for all rooms/properties you are selling.
In ResBook PMS, go to Settings > Stock Configurations > Stock Units > Select your stock unit > under the 'Name/Description' tab, assign the GL code from the dropdown list.
Note: Any stock units not marked with a GL code, will be recorded automatically against the Default GL code (as indicated above).
Step 6: Selecting how ResBook PMS updates invoices to Xero
| Setting | Update Type | Explanation |
| Arrival Date | Automated | All invoices for bookings generated soon after you check guests in will be updated to Xero overnight. (Step 4.1) |
| Pushed Date to Xero | Manual updates | ResBook PMS user manually updates Xero. |
| Invoice Generated Date | Automated | Applies to all bookings to which the ResBook PMS user has generated invoices for. These invoices are sent to Xero overnight. (Step 4.2) |
To automatically send invoices to Xero, switch to 'Yes'. Save the settings.
If you use 'Pushed date to Xero' and the automatic update is set to 'No', manually send the invoices to Xero by using the 'Manually send Invoices to Xero' function:
Set up is complete! Watch ResBook PMS effortlessly update the booking information into Xero.
Note: To use Xero integration, you must be raising invoices in ResBook PMS