This document provides a comprehensive overview of the filters, options, and buttons available for exporting invoices, payments, and orders to Xero using HirePOS. Users can customize their export settings to ensure that the relevant information is included in the required format.

Clicking the Filters button will display various filtering options for the record listings. The available filters include:

• Search for Branch: Filters results by the selected branch.

• Search for Invoice Category: Filters results by the selected invoice category.

• Hide Completed: Hides sales records that have already been exported. This option is enabled by default. To view exported invoices, simply switch this filter OFF.

• Exclude ‘On Hire’ Invoices: Prevents invoices that are currently on hire from being displayed.

• Except First Invoice: Shows on-hire invoices that have not yet rolled over for the first time.

Clicking on the Options tab will reveal additional settings for exporting records listed in the Invoices, Payments, and Orders tabs. The available options include:

• Export 'Paid' Invoices Only: Allows only invoices marked as paid to be selected for export.

• Export 'Approved' Invoices Only: Allows only invoices marked as approved to be selected for export.

• Export As Draft: Exports the invoice and creates it in Xero in the draft invoice state.

• Lock Invoices On Export: Prevents any changes to the invoice after export. Only an admin can unlock the invoice.

• Mark Invoices As Sent: Marks exported invoices as 'Sent' in HirePOS.

• Exclude $0.00 Component Items: Excludes $0.00 value line items marked as component item types from being sent to Xero on invoices.

• Export Orders As Purchase Bills: Exports the purchase order and creates it in Xero in the purchase bill state.

• Xero Rounding Code: Defines which Xero account HirePOS uses to post small rounding differences that can occur during export (e.g., tax or total rounding). The default value is 860, which is Xero’s standard rounding account.

• Days Due (Default): Sets the due date on the exported invoice in Xero, defaulting to 30 days.

• Prefix: Inserts a prefix in front of invoice, receipt, and order numbers. The default is 'HP'. For more information, refer to the following help guide: https://docs.hirepos.com/en/articles/3187393

• Xero Invoice Line Description: Selects available fields from the placeholders to export as the description field in Xero.

• Xero Invoice Reference: Selects available fields from the placeholders to export as the reference field in Xero.

The following buttons serve as special tools to assist users on the Xero export screen:

• Mark as Completed: Stops a record from attempting to export and potentially failing. This is useful if the invoice already exists in Xero and does not need to be exported from HirePOS, or if manual reconciliation of a payment is required.

• Mark as Pending: Resets the export status of that invoice or payment, allowing HirePOS a clean slate to attempt the export again. For more information, see the following help guide: https://docs.hirepos.com/en/articles/6121601.