Xero Accounting tool to assist with tasks difficult to achieve in normal operations of Xero software, such as reconciling payments

Latest Version

Version
1.0.17
Update
January 17, 2024
Size
24.8KiB
Developer
Category
Users
9
Rating
0 ★
Manifest Version
3
Web Store Status
Languages Support
English
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Permissions
Storage
SidePanel
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Xero: Assist Extension

Xero Accounting tool to

1. reconcile single payments from multiple invoices by using data input or importing csv files making reconcilation easier when you have clients paying you for multiple invoices in one payment

2. create csv files from batch payments allowing you to send csv file remittances to clients.



Reconciliations
Easily reconcile payments in Xero where are payer has paid multiple invoices in a single payment.

How to use if inputting data:
Enter the invoice numbers separated by a comma.
Click \"Save\" to add that data to the list.
Make sure you are on the Xero Reconcile Page and hit Match on the payment to be reconciled to open the search box
Click \"Process All\" to reconcile the payments from the list in Xero.

How to use if using a CSV file:
Click \"CSV File\" to open the file input.
Click \"Choose File\" and select the CSV file to upload.
The file needs a header row with title \"InvoiceNumber\" and optionally \"Paid\" or \"AmountPaid\" to import the data
Click \"Process All\" to reconcile the payments from the list in Xero.


Payment CSV Files
Create and export CSV files from batch payments to send to your clients with remittances.

How to use:
Make sure you are on the Xero Bank Transactions page showing the Batch Payment you want to convert to CSV file
Click \"Get Data\" to get the data from the batch payments page.
Click \"Download CSV\" to download each CSV file.
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Source Manifest.json

{"update_url": "https://clients2.google.com/service/update2/crx", "manifest_version": 3, "name": "Xero: Assist", "version": "1.0.17", "description": "Xero Accounting tool to assist with tasks difficult to achieve in normal operations of Xero software, such as reconciling payments", "permissions": [ "storage", "sidePanel" ], "icons": { "128": "images/icon128.png" }, "side_panel": { "default_path": "sidepanel/sidepanel.html" }, "background": { "service_worker": "background/service-worker.js" }, "content_scripts": [ { "matches": ["https://go.xero.com/*"], "js": ["scripts/content.js"] } ]}
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How to download and manually install Xero: Assist extension for Chrome

Looking for a way to install Xero: Assist extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.

However, you may need to install Xero: Assist extensions manually, this article outlines two simple methods to effortlessly install Xero: Assist extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.

Method 1: Download Xero: Assist extension and manually install through Drag &Drop

If you ever need to manually install a Xero: Assist extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.

Step 1: Download the Xero: Assist Extension by clicking the "Download CRX" button on the website.

Look for the Xero: Assist extension you wish to install. Go to the website and download the Xero: Assist extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for Xero: Assist extension that contains all the data.

Step 2: Extract &Arrange Files

Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.

Step 3: Go to the Chrome Extensions Page

Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.

Step 4: Drag and Drop the Extension

Now, go to the folder where you extracted the Xero: Assist extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.

Step 5: Complete the Installation

Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.

Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.

Method 2: Download Xero: Assist extension for Chrome and install in Developer Mode

This is another method to install Xero: Assist extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.

Step 1: Download the Xero: Assist extension file

Select and download the Xero: Assist extension by clicking the 'Download CRX' button on the website.

Step 2: Extract the downloaded contents

Convert the file to a ZIP file if it is in CRX format then extract the Xero: Assist extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your Xero: Assist extension running.

Step 3: Open Chrome Extension Setting Page

In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.

Step 4: Enable Developer Mode

After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.

Step 5: Load the Unpacked Extension

Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."

Step 6: Select the Extension Folder

Once the pop-up opens upon clicking Load unpacked, select the Xero: Assist extension directory and click on the "Select Folder "button.

Step 7: Confirm and Install

After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.

Conclusion

Here we've made a step-by-step guide on How to manually install Xero: Assist extension in 2 ways. We hope this guide proves helpful.

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