Accounts

This page focusses on the functionality and behaviour of account data syncing between StayOnHire and Xero once connected. Ideal for both new and experienced users.

Overview

For the best experience, we recommend having your Xero integration set as below for your accounts sync behaviour and direction:

• Xero Resource: Accounts "Toggled on"

• Sync Direction: "StayOnHire receives"

• StayOnHire Edibility: "Cannot be edited"

This configuration page is accessible in the settings of your StayOnHire account

Configuration & Setup

To ensure your integration is setup correctly, complete the following checklist:

1. Complete the Xero Getting Started guide

How it Works

A simple overview of how this will look in your business:

1. StayOnHire imports accounts from your Xero account

2. Accounts can be set on newly drafted invoices

3. Invoices sent from StayOnHire will have accounts mapped for Xero to receive

Testing your integration

Confirm StayOnHire Receives

As detailed in your integration setup, accounts are locked to 'StayOnHire receives' and 'Cannot be edited':

With this in mind, navigate to Settings > Accounting and click the 'Manage Chart of Accounts' option:

Accounts imported from Xero should fill this table as pictured below.

If you've recently added a new account in Xero and would like to see it in your StayOnHire account, click the sync icon in the top right hand side of the page:

Confirm StayOnHire Sends

StayOnHire does not send accounts to Xero in any circumstance or configuration.

Xero is your source of truth for accounting-related data like accounts.

Our gaol is to help your scheduling team execute jobs, and have your billing team use this integration to send approved invoices to Xero, in order to remove the manual data entry and potential for human-error.