Brainchild Labs Pty Ltd Posted December 1, 2011 Share Posted December 1, 2011 Outeredge support is non existent and im about to lose the plot. I would like someone to offer paid assistance for this module if anyone knows how to use it. Will gladly pay someone an hourly rate. Please get back to me if you can assist. Thanks. 0 Quote Link to comment Share on other sites More sharing options...
christofire Posted December 2, 2011 Share Posted December 2, 2011 I'm glad I saw your message! Apparently, I needed to re-establish the add-on with WHMCSv5. So maybe I can help you... 1. Log in to https://www.edgehosting.co.uk/clients/clientarea.php?action=productdetails From there you can download the file you need and retrieve your LISCENCEKEY etc. 2. Install and activate the add-on in WHMCS 3. Set up the WHMCS add-on in Xero (I'd print this page as PDF and save it for later) 4. Fill in the required add-on fields in WHMCS from the info found in the edgehosting and xero sites. https://www.edgehosting.co.uk/clients/clientarea.php?action=productdetails https://go.xero.com/Setup/ProviderAuth.aspx Good luck! Christopher 0 Quote Link to comment Share on other sites More sharing options...
Brainchild Labs Pty Ltd Posted December 2, 2011 Author Share Posted December 2, 2011 Hi Christopher.... actually im using v4 however... i need help with the actual config pages.. i have already set it up and its working... Here are some screenshots that i need some assistance configuring.... http://imageshack.us/photo/my-images/833/xero1.jpg/ http://imageshack.us/photo/my-images/850/xero2.jpg/ 0 Quote Link to comment Share on other sites More sharing options...
furrymitn Posted December 2, 2011 Share Posted December 2, 2011 menkom - I stumbled through this myself when trying to set it up. Nothing is really explained, and I actually went through multiple Xero accounts before getting settled(I'm an accounting idiot). For image xero1,starting at the top: I've not seen contacts get duplicated, but I've only started fresh in Xero, without existing info. The first Payments sync option is to sync payments noted in WHMCS to Xero. The second Payments sync option is to sync payments noted in Xero to WHMCS. I would imagine you only need one of those, for instance, I mark invoices payments in WHMCS, not Xero, and only allow sync from WHMCS to Xero for payments. Next Invoice and Transaction normally don't need to be touched - the module will take care of it. but should you need to resync starting from a specific transaction or invoice, you can change these. Although, in my experience, it doesn't always go well doing one without the other, YMMV. xero2.jpg: I'm not sure what Tracking Group is, and I left it blank. Default sales code is what the Invoice sale gets assigned in Xero(see Xero->Settings->Chart of Accounts) when another sales code doesn't apply(from Add ons->Xero) The Customer Overpayments code is a "special" account(Chart of Accounts) to track overpayments and customer credits. Hope this helps. Information above may be slightly incorrect as I'm not an expert on it, only a user... 0 Quote Link to comment Share on other sites More sharing options...
Brainchild Labs Pty Ltd Posted December 2, 2011 Author Share Posted December 2, 2011 Hi thanks so much for your help..... yes we do have contacts in both databases the reason being is because we actually imported everything from myob into xero..... so we have a lot of information its not a new database..... Im afraid that im going to get duplicates... when it syncs for the first time. 0 Quote Link to comment Share on other sites More sharing options...
furrymitn Posted December 3, 2011 Share Posted December 3, 2011 menkom, just take a backup of the whmcs database, try to sync and if it has issues, drop the database and bring the backup in... 0 Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.