This document provides a comprehensive guide on how to match Chart of Accounts (COA) codes and tax codes between Xero and HirePOS. Proper alignment of these codes is essential for accurate invoice exports and tax reporting.

To export invoices effectively, it is necessary to copy the relevant Chart of Accounts (COA) codes from Xero to HirePOS for each invoice line. COA codes can be set at various levels, with the exporter utilising the highest priority available. The hierarchy of COA codes is as follows:

• Invoice Category

• Selling Unit

• Item

• Item Category

• Item Type

If no COA code exists at the first (lowest) level, the exporter will "fall back" to the next level, and so on. The simplest approach is to enter basic revenue COA codes under Setup > Items Related > Item Types in the "Xero Income Code" field. For example, you can use Xero’s default 200 code for all Item Types or assign separate codes for Hire, Sales, and Miscellaneous.

For Purchase Orders, it is important to match COA codes in the Xero Expense Code field, which is typically found under "Item Type" or "Item Category."

You can configure the Xero Rounding Account in HirePOS to handle rounding variations between Xero and HirePOS. Ensure the rounding code matches in both systems to avoid errors during export.

To ensure accurate tax reporting, it is crucial to match HirePOS Tax Codes with Xero Tax Rates. Follow these steps:

1. In Xero, navigate to Accounting > Advanced > Tax rates.

2. Check the equivalent tax in Xero and take note of the entries in the Name column.

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

4. Click on a tax code to edit it.

5. In the Xero Tax (Income) field, enter the Xero Tax Name, for example, "GST on Income."

By following these guidelines, you can ensure that your COA and tax codes are correctly matched between Xero and HirePOS, facilitating seamless invoice processing and compliance with tax regulations.