Export Payments to Xero

In HirePOS, exporting payments to Xero is a seamless process that ensures accurate financial records. This guide will walk you through the steps required to export payments to Xero from HirePOS.

To export payments to Xero, you need to first set up the Xero Chart Of Accounts Code in the corresponding HirePOS Bank Account record. Here's how you can do it:

1. From the main menu strip at the top, navigate to Setup > Bank Accounts. Note: You must have administrator privileges to access this menu option.

2. Click on the bank account you want to edit.

3. In the Bank Account details screen, enter the Xero Chart Of Accounts code for the matching bank account into the Xero Code field.

4. Click Save Changes.

Once you have set up the Xero Chart Of Accounts Code, follow these steps to export payments to Xero:

1. From the main screen, click the Xero button to launch the Xero exporter. If you are not already logged into Xero, you will be prompted to authenticate your login. Make sure to select the correct company file if you have multiple companies in Xero.

2. Click the Allow Access for 30 minutes button.

3. Choose the relevant Date From and Date To filters. These default to the current month.

4. Switch to the Payments tab. Note the Account Code tab. It is crucial to export the payment to the correct Chart Of Accounts code for the Bank Account.

5. Check the payments you want to export. You can select all by clicking the checkbox in the header row.

6. Click the Xero Transfer button to post these payments to Xero. This process may take some time, and the screen will refresh once completed.

By following these steps, you can efficiently export payments from HirePOS to Xero, ensuring accurate financial data synchronization between the two platforms.