Automates Xero payments reconciliation

Latest Version

Version
0.200
Update
September 10, 2024
Size
17.49KiB
Developer
www.yodeck.com
Category
Users
556
Rating
5 ★
Manifest Version
3
Web Store Status
Languages Support
English
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Permissions
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Xero Reconcile Robot Extension

Xero Reconcile Robot automates the time-consuming process of reconciling Xero payments. It checks matches suggested by Xero and clicks the OK button for you for those that match perfectly.

Simply press the Start button when you are on the Bank reconciliation page of your Xero account. The Xero Reconcile Robot will click those pesky \"OK\" buttons ONLY AND ONLY IF it confirms one of the two following cases:

1) the suggested match has a reference code that perfectly matches on both sides
2) Xero suggested to create a new transaction based on a matching Bank Rule

The Xero Reconcile Robot was create to be used along with Stripe and Stripe Direct Feeds in Xero, to create a perfect accounting integration for businesses using Stripe or any automated payment processor. This way, you can automatically handle thousands of transactions each day and have your books in perfect shape. More information on Stripe Direct Feeds in Xero can be found on this page: https://central.xero.com/s/article/Stripe-direct-feeds

If you need help using the Robot or you have any suggestions, please reach out, or read the post from our blog (click on \"Support\" link above or visit this page: https://www.yodeck.com/news/integrating-xero-and-stripe-with-our-saas ).

Made with love by yodeck.com -- the top Digital Signage platform

Note: You will need to refresh any already opened Xero reconciliation page after you have installed the extension.
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Source Manifest.json

{"update_url": "https://clients2.google.com/service/update2/crx", "manifest_version": 3, "name": "Xero Reconcile Robot", "description": "Automates Xero payments reconciliation", "version": "0.200", "content_scripts": [ { "matches": ["https://go.xero.com/BankRec/BankRec.aspx?accountID=*"], "js": ["contentScript.js"] } ], "action":{ "default_popup": "popup.html", "default_title": "Xero Reconcile Robot" }, "icons": {"16": "images/icon16.png", "48": "images/icon48.png", "128": "images/icon128.png"}}
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How to download and manually install Xero Reconcile Robot extension for Chrome

Looking for a way to install Xero Reconcile Robot 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 Reconcile Robot extensions manually, this article outlines two simple methods to effortlessly install Xero Reconcile Robot extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.

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

If you ever need to manually install a Xero Reconcile Robot 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 Reconcile Robot Extension by clicking the "Download CRX" button on the website.

Look for the Xero Reconcile Robot extension you wish to install. Go to the website and download the Xero Reconcile Robot extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for Xero Reconcile Robot 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 Reconcile Robot 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 Reconcile Robot extension for Chrome and install in Developer Mode

This is another method to install Xero Reconcile Robot 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 Reconcile Robot extension file

Select and download the Xero Reconcile Robot 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 Reconcile Robot 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 Reconcile Robot 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 Reconcile Robot 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 Reconcile Robot extension in 2 ways. We hope this guide proves helpful.

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User reviews

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Jason Ho (ID: 000000270baf364f) Voted 5 ★ - Updated 01/02/2024 Yes yes yes! How is this not integrated into their system...

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James Austen (ID: 000000622bf7f277) Voted 5 ★ - Updated 04/28/2023 Excellent tool and a massive time saver. Once all your rules are configured, you can have it run through all transactions automatically

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Kurt Perschke (ID: 000000b492746bde) Voted 5 ★ - Updated 02/24/2021 A Fantastic Free Plugin from a Generous Developer! Really free, no upsells. It works slow and steady. For this to work you need to have your Xero rules setup well and then refresh the page and run! Just a cool little tool.

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Vangelis Mihalopoulos (ID: 00000003adb31b1f) Voted 5 ★ - Updated 10/19/2020 We could not do without it! Previously, we had to manually reconcile, since Xero does not provide an API for that. With this, reconciliation of perfect matches is done automatically. We use it combined with Stripe and the Xero Stripe Direct Feed.

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Alan Cooney (ID: 000000390496c091) Voted 5 ★ - Updated 05/13/2019 Fantastic little tool!