Technical Support


Marketing Webinars

  • Webinar: Best Practice Ecommerce Bookkeeping Tips for Xero Users
  • Here is a webinar we hosted for Commerce Cloud entitled Best Practice eCommerce Procedures to automate your bookkeeping:
  • Watch Webinar: Best Practice Ecommerce Bookkeeping Tips for Xero Users

    • Training Videos


  • 1. Choosing the right connection tool between Neto and Xero
  • Video 1.1: Introduction to Crossbeam
  • This video briefly introduces the Crossbeam app and explains why it was developed.


  • Video 1.2: How to choose the right connection tool between Neto and Xero
  • This video compares two connection tools - Crossbeam summarized sync, and the detailed Xero sync offered by the native Neto app.


  • 2. Getting Started with Crossbeam
  • Video 2.1: Setting up Mapping Accounts in Crossbeam
  • This video shows you how to nominate the Xero general ledger accounts to sync sales and shipping revenue, the decision you need to make by payment method to sync open or closed sales invoices to Xero, and how to map the clearing accounts to the closed invoices.


  • Video 2.2: What happens when sales are posted into Xero via Crossbeam?
  • This video gives you a visual on what the open or closed invoices will look like when posted over to the draft invoices area of Xero.


  • Video 2.3: Pros and Cons of Open and Closed Invoices


  • Video 2.4: How to reconcile open invoices synced with Crossbeam
  • This video gives some suggestions of how to match the bank deposits in Xero with the open invoices, and how to raise the merchant fee for each payment gateway deposit.


  • Video 2.5: How to reconcile closed invoices synced with Crossbeam
  • This video shows you how to set up a bank rule in Xero to code gateway deposits and how to reconcile the clearing account at month end, including how to raise a manual journal for merchant fees.


  • 3. How to handle debtors in Xero
  • Video 3.1: How to account for debtor sales in Xero that Crossbeam has not yet synced
  • This video suggests a manual workaround to bring the debtor movement into Xero from Neto - by raising a daily/weekly/monthly manual journal entry, imbedding the documentation as support, and reversing the journal the next day.


  • 4. Month end Procedures
  • Video 4.1 Video 1: How to cross reference revenue and GST from Neto to Xero to ensure Crossbeam has synced all data correctly
  • This video suggests a month end procedure to ensure that all revenue and GST collected has correctly synced from Neto to Xero.