Xero

Learn about a Xero accounting integration with your StayOnHire account. This section is ideal for people who manage financial elements of a business such as invoicing and payments.

Overview

For the best experience, we recommend having your integration set as pictured below:

This integration page will be visible in the settings of your StayOnHire application

How it works

• Build and execute jobs/hires in StayOnHire

• Auto-draft invoices with equipment & billable items in StayOnHire

• Review and approve draft invoices in StayOnHire

• Approved invoices sync to Xero

Sync Behaviour

Once connected to your StayOnHire account, this integration helps bridge the gap between the calendar scheduling and billing sides of your business together. This is achieved by:

1. Syncing time-sensitive data instantly (i.e. invoices, payments)

2. Syncing non-time-sensitive data every hour (i.e. new tax rates, accounts)

3. Giving you the ability to manually trigger a sync of non-essential data to update

Background Sync

StayOnHire will sync general data every 60 minutes automatically, and when performing key actions, such as approving approving an invoice or creating a new contact.

A typical integration will sync automatically under the following conditions:

Xero is not responsible for triggering these background syncs, this is handled automatically by StayOnHire out of the box.

Manual Sync Triggers

A typical integration displays manual sync details as follows:

If ever you need data to be manually triggered, these can be done from StayOnHire using sync buttons around the StayOnHire user interface.

A sync button visible on the contacts page with Xero integration