Getting Started
A step-by-step guide on how to setup your Xero integration with StayOnHire. The section is ideal for those setting up their Xero integration for the first time.
Last updated
A step-by-step guide on how to setup your Xero integration with StayOnHire. The section is ideal for those setting up their Xero integration for the first time.
Last updated
Go to app.stayonhire.com
This will redirect you to a login portal auth.stayonhire.com/u/login if you are not currently logged in.
Enter your login credentials:
From the bottom left-hand side of your page, click your organisation logo/business image, then click the round settings ‘cog’ icon to navigate to Settings > Business:
Go to Settings > Integrations
Select the menu option in the bottom left titled "Integrations":
Find the Xero integration card, and click “Connect”.
This will reveal a bottom sheet with integration specific details:
Click the blue “Connect now” button to begin the connection process:
This will redirect you to login with your associated Xero login credentials. Enter your Xero login details:
Select a Xero organisation you wish to connect to your StayOnHire account and click “Allow Access”. This will take you to your Xero setup page:
Only one Xero organisation can be connected to a StayOnHire account at a time. To disconnect a Xero integration, refer to the Xero Disconnect / Re-Connect guide.
You will be redirected back to StayOnHire to begin the configuration of your Xero integration.
Review the summary page and click the blue “Next” button:
Confirm the Xero Organisation you wish to configure and click “Save & Next”:
Only one StayOnHire organisation can be connected to your Xero integration at a time.
Review which Xero resources you want integrated with your account.
By default contacts, tax rates and accounts will be toggled on:
We recommend syncing invoices and payments.
To turn these on, double click the blue toggle next to each Xero resource and switch the sync direction to “StayOnHire sends & receives”.
Click “Save & Next”.
Review sync triggers and click “Finish”:
This will navigate you to your Xero settings page, where you can make changes at a later date if required:
Congratulation, your Xero integration has now been connected!
To access this page again, simply navigate to Settings > Integrations > Xero
A simple and effective starting point to see if your integration is working correctly is to navigate to the 'Accounting' page of your StayOnHire settings. This will show us Xero data importing to your account:
app.stayonhire.com/org/accounting
Click the 'Manage Tax Rates' option:
This will open a page showing tax rates now imported to StayOnHire.
Note: Tax Rates are only imported from Xero, and cannot be edited. For a detailed breakdown of how this works, view the Tax Rates support page.
The same process can be followed to view you 'Chart of Accounts' importing to StayOnHire:
Note: Accounts are only imported from Xero, and cannot be edited. For a detailed breakdown of how this works, view the Accounts support page.
Lastly, this can be viewed in our Contacts page:
app.stayonhire.com/contacts/all
Note: Contacts can be managed in both Xero and StayOnHire depending on your configuration. For a detailed breakdown of how this works, view the Contacts support page.
This is now the optimal time to review your billing setup in StayOnHire.
Most businesses have a default revenue account in Xero, likely '200 Sales':
| Code | Name | Type | Tax Rate | Description |
|---|---|---|---|---|
200 | Sales | Revenue | GST on Income (10%) | Income from any normal business activity |
Depending on the complexity of your business, you may still be using this account of have a new one. Now is the time to set the default in StayOnHire:
Head to Settings > Advanced > Accounting to see an option called 'Default revenue account':
Clicking this field will allow us to search all current accounts in StayOnHire and select a default:
For new users, we recommend reviewing your invoicing setup detailed in the StayOnHire Invoices, before proceeding to read details of how Xero Invoicing works.
