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.

• 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.