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Editing ledger accounts for Square + Sage Business Cloud integration
Overview
- Make changes to the preset accounts
- Square Balance and account visibility limitations
Making changes to the preset accounts
You can make changes to the account codes or account names that were automatically created by the integration. However, changing the account category might cause issues with the mapping and sync. Please refer to the valid account types if you need to change the account category.
Laura Tien
May 22, 2023
Updating the bank accounts mapping for Square integrations
Overview
- Mapping bank accounts to automatic and instant transfers.
Update bank accounts mapping
If you've updated your linked bank account in Square, ensure the same account reflects in your accounting app. For the integration to sync the Square payout transfer, you must map the updated bank account in the integration settings.
Laura Tien
April 12, 2023
Order level refund for BigCommerce integrations
Overview
- Order level refund is used when you wish to refund a custom value. When this refund option is used, any existing order tax will not be recalculated as per the support document in BigCommerce (reference: BigCommerce Help Center).
How it works
When refunding a custom value and the tax is not being recalculated, it also means that the appropriate tax rate for the refund will not be synced. BigCommerce will always report zero tax for this type of refund and that’s why our suggestion is to map it to a 0% or tax exempt tax rate.
Laura Tien
March 21, 2023
Sales tax (Refunded line item) for BigCommerce integrations
Overview
- There are orders processed in BigCommerce where the tax rate and amount is no longer available after a refund has been processed. The “Sales Tax (Refunded Line Item)” mapping is a fallback tax type that will be used when the tax information can no longer be retrieved.
How it works
When an order has been paid and closed, the order will contain the tax rate and tax amount information. However, when a refund is processed after the order has been closed, the data that we can retrieve will no longer show the tax information on the refund and order.
Laura Tien
March 21, 2023
Overview
- Interpret the Fitbiz orders best hour view
- Keep track of the hottest orders processing hour today
Available insights
- Maximum volume of orders processed in 1 hour today
- Hottest hour time slot (E.g. 2:00 pm - 3:00 pm)
Available filters
- Day - Week - Month
- Venue/Location
Insights drill down
Tap the view to enter the drill down view
Laura Tien
August 18, 2021
Overview
- Interpret the Fitbiz weekday comparison view
- Compare your weekday trends VS 4 weeks' average and keep track of your weekday performance
Available insights
- Weekday sales revenue
- Weekday 4 weeks' average comparison (E.g. Monday VS Previous 4 Mondays)
- Weekday 4 weeks' average percentage comparison
Available filters
- Day - Week - Month
- Venue/Location
- App sources
Insights drill down
Tap the view to enter the drill down view
Laura Tien
August 18, 2021
Overview
- Interpret the Fitbiz orders views
- The volume of orders that you processed today VS yesterday
Available insights
- Volume of orders processed today VS yesterday
Available filters
- Day - Week - Month
- Venue/Location
- App sources
Insights drill down
Tap the view to enter the drill down view
Laura Tien
August 18, 2021
Overview
- Interpret the Fitbiz best selling products view.
- Fitbiz will update in real time your top 5 best-selling products view. You will be able to keep track of your best-selling products across all your venues and compare trends against the previous trading day.
Available insights
- Top 5 best-selling products
- Products name
- Product sales volume Today VS Yestrday
- Product sales volume (Yesterday)
Available filters
- Venue/Location
Laura Tien
August 18, 2021
Fitbiz parts of day drill down
Overview
- Interpret the Fitbiz parts of day drill down view.
- Morning, afternoon, evening and night trade breakdown of your sales.
Available insights
- Sales revenue Today VS Yesterday across morning, afternoon, evening and night:
- 00:00AM - 06:00AM
- 00:06AM - 12:00PM
- 12:00PM - 06:00PM
- 06:00PM - 12:00AM
Available filters
- Venue/Location
Laura Tien
August 18, 2021
Overview
- Interpret the Fitbiz orders heatmap
- Keep track of your daily orders processing trends by time of the day with a heatmap view
- Darker shades represent times of day with a higher orders volume and lighter shades show when there were fewer orders processed
Available insights
- Volume of orders by time of the day (Hourly)
Available filters
- Day - Week - Month
- Venue/Location
- App sources
Insights drill down
Tap the view to enter the drill down view
Laura Tien
August 18, 2021
Overview
- Interpret the Fitbiz revenue view
- Your total gross revenue today vs yesterday
Available insights
- Sales revenue (Today)
- Sales revenue (yesterday)
Available filters
- Day - Week - Month
- Venue/Location
- App sources
Insights drill down
Tap the view to enter the drill down view
Laura Tien
August 18, 2021
Overview
- Interpret the Fitbiz stretch goals
- Close your daily rings by focusing on the key drivers of your business
- Check in to keep track of your progress in real time
Available insights
- Sales revenue (Today)
- Sales revenue (yesterday)
Available filters
- Day - Week - Month
- Venue/Location
Insights drill down
Tap the view to enter the drill down view
Laura Tien
August 17, 2021
Fitbiz average transaction value
Overview
- Interpret the Fitbiz average transaction value
- Keep track of the average value of your revenue for each processed order
Available insights
- Average sales transaction value
Available filters
- Day - Week - Month
- Venue/Location
- App sources
Insights drill down
Tap the view to enter the drill down view
Laura Tien
July 20, 2021
Deactivate payment service in Square + Xero integration
Overview
- Remove the payment service from Xero.
- Deactivate Square Payment Service to stop using Square as a payment service in Xero.
How it works
Removing the Square Payment Service from Xero will remove the option for customers to pay the invoice using their credit card through Square.
Laura Tien
June 07, 2021
Account not appearing from the dropdown list
Overview
- You may not find the account that you are trying to map from the dropdown list due to the following:
- The account type or account category is not relevant to the transaction or payment type.
- The accounting app has a particular setting that limits the usage of the account.
Mapping guide
The table below shows the applicable account types for each transaction and payment type.
Laura Tien
May 28, 2020
Payment type mapping is empty for Square + Xero integration
Overview
- Payment types can be mapped to Current Asset or Current Liability clearing accounts. The clearing account must have the “Enable Payments to this Account” activated in the Xero account settings.