Background.
Our integration with Xero posts group totals from the finalised End of Day (EoD) report in Caterbook, to Xero, via a single consolidated invoice to simplify your obligations under Making Tax Digital.
You can post daily Accommodation, Extras and Functions totals on the invoice as well as any cancellation penalties, along with any card or cash (etc) payments received that day which are passed as payments against the invoice.
Additionally, some EPOS systems can post all their sale items to Caterbook, including casual, non-resident sales, along with the payment tender types, meaning you can report out and post to Xero your daily Food, Drink, Golf (etc) sales totals as well as Card and Cash amounts taken via the POS that day.
- ICR Touch requires the installation of a third party script.
- CES EPOS requires version 10.0.070 or above.
- Power EPOS reqiures version 10.
If you are working with a different EPOS sytem that either can't output non-resident sales, or can't work with Caterbook at all - no problem !
There is a configuration setting where you can add in your PLU departments (Food, Drink), and tender types (Card, Cash), and then having run your nightly Z-read report these figures can be manually entered and will appear on the End of Day report, and be forwarded on to Xero.
Xero is an optional premium feature which will need activating on your account. Please raise a ticket by emailing support@caterbook.com or call us for more information.
For more detailed implementation instructions, download our Xero Integration Guide here.