Xero - Set up Connection

This guide explains how to connect HirePOS to Xero using the HirePOS-managed Xero integration.

Once connected, you can export accounting data from HirePOS to Xero, helping streamline your accounting workflow and reduce manual data entry.

Before connecting HirePOS to Xero:

• You must have access to the Xero organisation you want to connect.

• Your HirePOS Chart of Accounts mappings should be configured for the appropriate item types.

1. In HirePOS, go to Setup > Preferences > Accounting.

2. Select Xero as your accounting software.

3. Click Save Changes.

When Xero is selected, the Xero integration section provides the following options:

• Manage Xero Connection — Connect, reconnect, or review your HirePOS Xero connection.

• Open HirePOS Xero Exporter — Open the exporter used to transfer accounting data from HirePOS to Xero.

• Open Xero web app — Open Xero in a new browser tab.

• Manage Xero tracking categories — Configure the Xero tracking categories used by HirePOS.

Before exporting accounting data, configure the appropriate Chart of Accounts mappings for your item types.

1. Go to Setup > Item Related > Item Types.

2. Open each applicable item type.

3. Assign the appropriate Chart of Accounts codes.

4. Save your changes.

For more information, see the Xero Chart of Accounts help guide:
https://docs.hirepos.com/en/articles/6694849

1. Go to Setup > Preferences > Accounting.

2. Select Xero if it is not already selected.

3. Click Manage Xero Connection.

4. Follow the prompts to connect HirePOS to Xero.

5. When redirected to Xero, sign in if required.

6. Select the appropriate Xero organisation if you have access to multiple organisations.

7. Authorise HirePOS to access your Xero organisation.

8. Follow the prompts to return to HirePOS and complete the connection.

Your Xero connection is managed by HirePOS, so you do not need to create or maintain a separate Xero developer app.

To review or make changes to your connection, go to:

Setup > Preferences > Accounting > Xero

Then click Manage Xero Connection.

Use this option when you need to:

• Connect HirePOS to Xero for the first time.

• Review your current Xero connection.

• Reconnect HirePOS to Xero when required.

To access the Xero Exporter directly from the Accounting preferences:

1. Go to Setup > Preferences > Accounting.

2. Select Xero.

3. Click Open HirePOS Xero Exporter.

The exporter opens in a new browser tab.

You can also access the Xero Exporter from other available Xero shortcuts within HirePOS.

HirePOS can use Xero tracking categories when exporting accounting data.

To manage these:

1. Go to Setup > Preferences > Accounting.

2. Select Xero.

3. Click Manage Xero tracking categories.

4. Configure the required tracking categories and save your changes.

You can open your Xero account directly from the Accounting preferences:

1. Go to Setup > Preferences > Accounting.

2. Select Xero.

3. Click Open Xero web app.

Xero opens in a new browser tab.

Once the connection has been authorised, HirePOS is linked to your Xero organisation.

You can then use the HirePOS Xero Exporter to transfer supported accounting data to Xero.

If your Xero connection needs attention at any time, return to Setup > Preferences > Accounting > Xero and select Manage Xero Connection.