Communication from FileMaker to Xero with Claris Connect
active
Total logged
28h 15m
Uninvoiced
0h 0m
Entries
12
Invoices
1
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 11 | 27h 30m |
| Mark Hughes | 1 | 0h 45m |
Recent time entries
Last 12
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 14 May 2024 | PMS Reconcile and Report - Create a new call step in the Claris Connect to bring through all invoices into a json packet - Add this json to a global variable in the database - Use the information provided to match system invoices with invoices in XERO - Add the invoice ID and invoice number from Xero into the matching invoices in the system back end - Add a Report button on the invoice page - The report button opens a custom dialogue to select the dates to be reported between - After dates are chosen, export all invoices within that time period - The fields to export include the Xero invoice number and the filemaker invoice number so they can be matched against at the end of month by accounting services | Caleb Harvey | 2h 30m | invoiced |
| 18 Apr 2024 | Receive invoice number from Xero when creating - Communication issues when sending data back through to FileMaker - Restarted the server and upgraded the SSL certificate and re-logged in to the Server on Claris Connect - Created a new field in the invoice table to hold the Xero invoice number - Added the step in claris connect when sending through the invoice ID to also send through the invoice number - In the script that runs this step, save the invoice number against the invoice in the newly created field - Success | Caleb Harvey | 1h 0m | invoiced |
| 17 Apr 2024 | PMSDatatech - Phone request from Paul to investigate how invoices could be linked to Xero invoices; Checked doco and rang Caleb; wrote email back to Paul | Mark Hughes | 0h 45m | invoiced |
| 10 July 2023 | Final testing - Test all types of scenarios to ensure steps are working correctly: Creation of an invoice with a contact in the system, creation of an invoice with a contact not in the system, creation of a payment against an invoice - Test to ensure filemaker callbacks are working correctly: when everything works buttons appear green, if any step fails buttons appear red | Caleb Harvey | 1h 15m | invoiced |
| 10 July 2023 | Add new contact in xero if doesn't exist - If when looking for contact in claris invoice creation it doesn't find one, create new contact then follow through with the invoice creation - Update filemaker script to send through required contact data: first name, last name, email - duplicate the invoice creation steps to apply them after creating a contact using the created contacts information | Caleb Harvey | 4h 0m | invoiced |
| 7 July 2023 | Add function to send failure information to filemaker if invoice or payment can't be created - Add an on error script after each action to send the Invoice ID and error message back to FileMaker - In the FileMaker script, set the related field as "Failed" instead of where the ID would go - Add functionality to the buttons to show as red if the field = "Failed" to show the user something went wrong - Allow user to try action again if the button is marked as failed | Caleb Harvey | 2h 15m | invoiced |
| 7 July 2023 | Filemaker Invoice Creation Functionality - Create a script for claris connect to execute on successful creation of a payment - The script first takes the parameter and substitutes the "§" characters from claris connect to seperate the parameters - the invoice id is used to find and go to the filemaker invoice id sent from claris - the Invoice field "Payment Invoice ID" is then set with the invoice id from xero - if this field is set then the button in the invoice tab on the job becomes green to show it has successfully been created in xero | Caleb Harvey | 1h 30m | invoiced |
| 7 July 2023 | Create Payment against Invoice in Xero - Create a button in the invoice screen to send payment data to xero - link the button to a script that checks ig a payment has already been made - if ithasnt been made it will execute the script - check if an invoice is selected and if it is linked to the current job - trigger the claris connect flow with the following variables: script parameter, Filemaker Invoice ID, Xero Invoice ID, amount paid and paid date - In claris connect, create action to check the script parameter - add action to find the xero invoice using the id number - if it has found an invoice, create a sales invoice against that contact - if it has successfully created an invoice, execute a filemaker script that sends back the: script parameter, filemaker invoice ID, xero payment ID | Caleb Harvey | 4h 30m | invoiced |
| 6 July 2023 | Filemaker Invoice Creation Functionality - Create a script for claris connect to execute on successful creation of an invoice - The script first takes the parameter and substitutes the "§" characters from claris connect to seperate the parameters - the invoice id is used to find and go to the filemaker invoice id sent from claris - the Invoice field "Xero Invoice ID" is then set with the invoice id from xero - if this field is set then the button in the invoice tab on the job becomes green to show it has successfully been created in xero | Caleb Harvey | 3h 0m | invoiced |
| 6 July 2023 | Create Invoice in Xero - Create a button in the invoice screen to send invoice data to xero - link the button to a script that checks if the invoice already exists - if it does exist it asks if you wish to overwrite the current xero invoice details - check if an invoice is selected and if it is linked to the current job - trigger the claris connect flow with the following variables: script parameter, contact full name, the account number for the contact, contact ID number, invoice line description, price, quantity, account code, item code, discount, invoice due date, invoice status, Filemaker Invoice ID - In claris connect, create action to check the script parameter - add action to find the xero contact using reference number - if it has found a contact, create a sales invoice against that contact - if it has successfully created an invoice, execute a filemaker script that sends back the: script parameter, filemaker invoice ID, xero Invoice ID | Caleb Harvey | 4h 30m | invoiced |
| 6 July 2023 | Mass Import of All Customers from Filemaker into Xero - Download import template from xero - Assign every contact in the system with an account number - Export required fields and new account number field - Import spreadsheet into Xero | Caleb Harvey | 1h 30m | invoiced |
| 5 July 2023 | Setting up Claris Connect accounts and linking FileMaker and Xero | Caleb Harvey | 1h 30m | invoiced |
Invoices
| Number | Date | Total | Balance | Status |
|---|---|---|---|---|
| CI000060 | 30 May 2024 | AUD 11,200.00 | AUD 0.00 | paid |
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