The Xero Exporter feature in HirePOS enables users to push Invoices, Payments, and Purchase Orders to Xero. Additionally, it allows for the import of Payments back from Xero.

If you have set up Accounting integration, like Xero or MYOB, you can allow specific users to access the exporter by following these steps:

1. Go to Setup > Preferences > Users and click on the user in question. This will take you to their roles and permissions screen.

2. Turn ON the "Allow Accounting Sync" permission found towards the bottom of the screen.

3. Have the user log out and back in.

Once this is done, the user should have a button for the Accounting software you use on their reminders screen and home screen. For example, if you were using Xero there would be a button called Xero in the Reminders screen and Xero Exporter on the Home screen.

• Setup

  • Set up Connection

  • Chart Of Accounts & Tax Codes

  • Tracking Categories

  • Customers

• Invoices

  • Export Invoices

• Payments

  • Export Payments

  • Import Payments

• Purchase Orders

  • Export Purchase Orders

Clicking the Filters button will display some additional filtering options.

• 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 is enabled by default, so if you want to see exported invoices then 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 been roll over for the first time yet.

Refer to the Common Xero Export Errors article for troubleshooting guidance: https://docs.hirepos.com/en/articles/2312641

Although uncommon, occasionally Xero can experience technical issues. Some of these issues may be related to the API connection between HirePOS and Xero (what HirePOS uses to export / import with Xero).

If you are having trouble connecting with Xero from HirePOS (for example, are getting a "504 Gateway Time-Out" error), it is worth checking the Xero API Status Page to see Xero has recorded an incident, and have published any estimated recovery time.

Xero's API Status Page can be found here: https://status.developer.xero.com/

By following these steps and best practices, you can ensure a smooth and accurate integration between HirePOS and Xero using the Xero Exporter feature.