Xero

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3 years 1 month ago #141754 by Andrew Hicks
Replied by Andrew Hicks on topic Xero
Hi Tuan,

Your questions:
1. Reference: What will be used for that column?
2. Due Date: Where we can get data for that date?
3. UnitAmount: Is this the price of the event?
4. Quantity: Is this number of registrants?
5. Stil unclear for me how Discount data will be calculated?
6. How TaxAmount will be calculated? Base on fixed Tax Type (20%)?
7. Where to get data for BrandingTheme ?

Answers:
1. We would like Reference to be text string - Invoice number (8 char) + Member surname (<10 char). We instruct this to members in the invoice so they know this reference to use it when paying.
2. Due date is start date of event
3. Unit Amount is basic ticket price, not including any discounts
4. Quantity is number of tickets
5. Consider TotalPrice = (Quantity x Unit Amount).
- Then sometimes there are discounts or coupons, etc, so ActualPrice is less than total price.
- So Discount = (TotalPrice - ActualPrice)/TotalPrice x 100.
- So any reduction is expressed as average percent ticket reduction for that booking
6. TaxAmount = ActualPrice x VAT Tax Rate
- We don't use "Tax Rate" field with Events Booking because we already include tax in the price.
- Xero can calculate this, given the string input as tax rate, so empty field is fine.
7. BrandingTheme can be left blank. So can InventoryItemCode. Any field can be empty if not sure.

I hope this helps make things clearer.

Best wishes,
Andrew

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3 years 1 month ago #141773 by Andrew Hicks
Replied by Andrew Hicks on topic Xero
Hi Tuan,
Do you have any news I can report to the Website Project Team this afternoon, please?
Regards,
Andrew

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3 years 1 month ago #141774 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Xero
Hi Andrew

I haven't looked at it carefully again yet. However, I would say that this is doable. The price will be something around 100$ and maximum 150$ for this development

Tuan

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3 years 1 month ago #141791 by Andrew Hicks
Replied by Andrew Hicks on topic Xero
Hi Tuan,
We did a test today with some dummy data and would like a small change to the file spec. This is to column TrackingName2 and TrackingOption2. TrackingName2 needs to be a simple string for all transactions with the value "PAYMENTMETHOD". TrackingOption2 is more complicated because it requires two fields to be combined and the output expressed as specific strings.
The two fields - in Event Booking are Payment_Method and Status. Payment_Method is a user field selected using radio button at transaction. Payment_Method has the following values: PP, DD, BT, CQ and OT. These stand for PayPal, Direct Debit, Bank Transfer, Cheque and Other. For each of these we need to append the three possible values of Status (the normal EB field) whose values are Paid, Pending and Cancelled. This Xero will accept as valid entries: PPPaid, PPPending, PPCancelled, DDPaid, DDPending, DDCancelled, BTPaid, BTPending, BTCancelled, CQPaid, CQPending, CQCancelled, OTPaid, OTPending and OTCancelled.
So if we set up a user variable Payment_method in EB with values PP, DD, BT, CQ and OT then all you would have to do is select that and take it's value and append to it whatever the status value is.
I hope that is clear, and I apologize for changing the specification like this. We have tested this and we know it will work, so there will be no further changes as things stand.
Thanks and best wishes,
Andrew

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3 years 1 month ago #141793 by Andrew Hicks
Replied by Andrew Hicks on topic Xero
Hi Tuan,
We are happy with your estimate range for this work, for you to proceed directly. Please advise the exact amount and how and when you would like payment. I will subscribe separately to get the latest update. We have a couple of other small changes we would like to request quotations on once this project is completed.
Best wishes,
Andrew

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3 years 1 month ago #141855 by Andrew Hicks
Replied by Andrew Hicks on topic Xero
Hi Tuan,
What is the status of progress with this please?
Thanks very much,
Andrew

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3 years 3 weeks ago #141934 by Andrew Hicks
Replied by Andrew Hicks on topic Xero
Hi Tuan,
What is the status of progress with this please? We would like to proceed and have other work to follow.
Thanks very much,
Andrew

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3 years 3 weeks ago #141942 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Xero
Hi Andrew

Sometime, I forgot to answer forum topic. Could you please submit a support ticket and we can discuss further from there. Please send me:

- The final file format which contains all fields you need
- Your site administrator account (I would have to check the fields you setup on your site if needed)

I will then review it and give you final quotation on tomorrow

Tuan

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3 years 4 days ago #142468 by Andrew Hicks
Replied by Andrew Hicks on topic Xero
Hi Tuan,
i added a new custom field (checkbox): xero_downloaded
Hope this helps you.
Best wishes,
Andrew
p.s. We have a meeting on Friday 26th afternoon to discuss progress. It would be very helpful if I could demo something to the group then, even if incomplete or not fully working - just to show progress - something we can test upload into Xero. Thanks very much.

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3 years 4 days ago #142470 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Xero
Hi Andrew

What's the custom field xero_downloaded used for?

I remember I uploaded code to your site and asked you some questions and wait for your feedback. Look like you did not receive my questions?

Tuan

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