Overview
Optix is the technology platform for smart and connected coworking spaces and serviced offices. Our digital tools power your workplace with a beautiful mobile-first experience, transforming static offices into connected and inspiring communities.
We support our clients in implementing their workplace program, streamlining the management of their work and meeting spaces, while connecting their community members with the resources, amenities, and services that the workplace has to offer in a seamless and touch-less mobile experience.
Optix + Xero
The Xero integration app synchronizes invoice and user data between Optix and Xero. When an invoice is finalized in Optix, it is sent to Xero as a new invoice. This can happen automatically or manually, depending on how you have configured your settings. If the Optix invoice total is negative, a credit note will be created in Xero.
Payments and refunds are synchronized when they are made in either Optix or Xero. Optix line item types (plans / bookings / check-ins / manual) can also be mapped to individual accounts and/or tracking categories in Xero.
Getting started
Navigate to 'Apps' on the main menu in Optix. From there find and install the Xero app. You can connect your Xero account and configure the options in the app setting screen.
