This guide will show you how you can configure your accounting integration webservice and test that it is connected. All future accounting integrations will also be configurable from this area.
From the Winery Setup, click General > System Policy and under the General Settings click the link ‘Accounting Integration Configuration’.
If you have not had any Accounting Integration configured in the past, it should look like this:
Click the dropdown and select your Accounting Package. From there you should have fields appear below the dropdown, along with a test connection button. Most should also have an info ( i ) button that will link you to a page detailing how to configure that specific accounting package. Follow the guide and then test connectivity.
Success! Now click Ok and then save your settings and begin using your Accounting Integration with vintrace.
The next thing to do is to configure the Xero setup in your vintrace system, by going here: Configuring Accounting Integration With Xero