Idealpos can interface to Xero Accounting Software, providing a direct transfer of reconciled sales, payments and supplier invoices to Xero. General Ledger accounts in Xero are linked to Sale & Purchase Categories in Idealpos, along with other POS Functions. Sales and banking figures from each POS terminal are consolidated in the ‘End Sale Period’ function by performing an ‘End of Shift’ at each POS terminal. Once the banking figures are reconciled, the consolidated sales and banking totals are then sent directly to Xero. Supplier Invoices are also sent to Xero.
Warning!
We strongly recommend that you seek professional advice from your Accountant or Bookkeeper before using this module.
Linking the wrong General Ledger Accounts in Idealpos can result in data being transferred incorrectly.
Our Xero Accounting Interface has been designed so that you do not have to re-create your selling or inventory items in Xero. Instead, Idealpos transfers sales and purchase data to Xero in Categories. This interface does not support the transfer of individual stock items to Xero; therefore ‘Cost of Sales’ journals for sale transactions are not sent to Xero.
Your back-office PC will require the Xero Accounting Interface Add-On module. Please contact your authorised reseller if you require this module. You can check if your software is licensed for this module by looking at the user registration screen. The letters “Xero” should be in the options field. If you are using the Head Office and Site Management Licenses, you will be required to have a “Xero” for each Site.