How Do HireHop and Xero Integrate?
HireHop can produce your invoices, credit notes, payments and purchase orders. HireHop also has an address book that contains customers and suppliers, as well as jobs where the customer is unique and not in the address book. HireHop also keeps track of what has been paid and credited against invoices, as well as the balance of a customer’s account.
Xero accounting software needs these invoices, credit notes, payments, purchases orders and contacts created in HireHop for bookkeeping purposes. With our integration working seamlessly behind the scenes, HireHop tells Xero when they are created or updated so you don’t have to. In turn, HireHop needs to know what payments or credits have been applied in Xero so that it can register invoices as being paid or not.
What Data Does HireHop Send To Xero?
There are two modes to synchronise data between HireHop and Xero – being live or buffered:
- In live mode, as soon as you create or edit an invoice, credit note, payment, or purchase order, it is immediately sent to Xero.
- In buffered mode they are all kept in a buffer until such time you which to synchronise data between HireHop and Xero. Any invoice, credit note, purchase order or payment that fails to sync with Xero in Live Mode will automatically be put into the buffer for a manual sync.
HireHop invoices are sent to Xero once the status has been changed to Approved or above. If an Approved invoice is edited, it is re-sent to be updated in Xero. The same goes for Purchase Orders, Credit Notes and Payments.
All new contacts used in invoices and purchase orders are automatically sent to Xero from HireHop.
What Data Does Xero Send To HireHop?
Contacts are imported from Xero into HireHop in Settings, enabling you to import only the contacts that you need so that your address book doesn’t become cluttered.
When a payment or credit note is applied to an invoice within Xero, they are sent over to HireHop and registered to the corresponding invoice. The invoice status is then automatically marked as having been paid or not.
How To Setup Xero With HireHop
- In HireHop Settings click the Accounts tab.
- In the Accounts click the New button on the right of the Accounting Packages table at the bottom of the screen, and a new accounts package window will open.
- Click the first option that is titled “Integrate with“, and select “Xero“. You can then set prefixes and start numbers for invoices, credit notes and purchase orders. You can also choose to buffer transactions and sync them when you decide, instead of having live and automated updates. Click the Next button to move on.
- The “Accounts” page enables you to enter nominal codes and banks accounts. Click the Synchronise button and HireHop will import all bank accounts and nominal codes from your Xero account. You should delete all the ones you won’t use in HireHop (you can add them back later). There will be one bank account and two nominal codes in bold, these are your defaults that can be changed. The defaults are the ones selected when you don’t assign a nominal to an item. Once finished, click Next.
- The next page is your “GST codes”, again click the Synchronise button and HireHop will import them from Xero. Again you can edit and change the defaults from the automatically set ones. Once finished, click Next.
- Lastly is the “Contacts” page. You don’t have to import these, but if you do, you can match ones that are already in HireHop, import others and delete the ones you won’t use. Once finished click the Save button.
You will now see Xero in the Accounting Packages table and some red flashing “Assign” buttons. As HireHop can support multiple accounting packages in the same installation, different ones for individual depots or groups of depots, you have to set which depots use this version of Xero. Also HireHop has tax and nominal groups, again, these need to be assigned to Xero ones.
- Click the Assign button next to the “Accounting packages” table, click on the depot and select “Xero” and then click the Save button. If a depot is not set, it will use the default accounting package, if a virtual depot is not set, it will use the parent depot’s accounting package.
- Click the Assign button next to the “Nominal groups” table, click on the Xero row and each column to assign a nominal code to a nominal group. Once finished, click the Save button. Any nominal group not set will resort to the default revenue or expense nominal code.
- Lastly, click the Assign button next to the “GST groups” table, click on the depot rows assigned to Xero and click in each column to assign the appropriate GST codes to the depot, and then click the Save button.
You have now setup Xero and we are ready to go.
Find out more and try Xero Accounting Software for free.