Purchase Orders

In this document, you will find detailed instructions on how to export purchase orders from HirePOS to Xero seamlessly. By following these steps, you can ensure accurate transfer of data and streamline your purchase order management process.

To export a purchase order from HirePOS to Xero, it is essential to have Xero Expense Codes that correspond to the HirePOS items. These codes can be set up at the Item Types or Item Categories level in HirePOS.

1. From the main menu, navigate to Setup > Item Related > Item Types (or Item Categories).

2. Select an Item Type to edit.

3. Enter the relevant Xero chart of accounts code in the Xero Expense Code field.

4. Save the changes.

Ensure that the tax rates in HirePOS match the tax rates in Xero for accurate accounting. Follow these steps to link the Xero Tax Rates:

1. In HirePOS, go to Setup > Tax Codes.

2. Edit a Tax Code.

3. Copy the Xero Tax Rate Name into the Xero Tax (Expense) field.

4. Save the changes.

A single Purchase Order in HirePOS can contain multiple items. As items are received, they can be exported to Xero. Each receival event is assigned a version number for tracking purposes.

Purchase Orders can be exported to Xero as Draft or Approved Purchase Orders or as Draft or Approved Purchase Bills. Follow these steps to export Purchase Orders:

1. Click the Xero button on the main screen to launch the Xero exporter.

2. If needed, go to the Options tab and select the Export Orders As Purchase Bills checkbox.

3. In the Xero exporter, navigate to the Orders tab.

4. Select the orders to be exported using the checkboxes.

5. Click the Xero Transfer button to push the purchase orders to Xero.

For more information on managing bills in Xero, refer to Xero's help documentation.