Xero

Xero is used to reconcile register shifts. A Xero account is required to integrate with your Pointa account.

Before connecting Xero, have the following ready:

• Access to the correct Xero organisation

• Permission to connect third-party apps

• A decision on which Xero accounts should receive each Pointa payment type

Go to:

Settings > Apps > Xero

If Xero is not enabled, click:

Enable Xero

You will be taken through the Xero connection process. If the Xero login has access to more than one organisation, select the correct Xero organisation and continue.

Once connected, Pointa will show the connected Xero account name.

Xero login/app access starts from Xero’s own account system: login.xero.com and Xero App Store.

You must then map Pointa payment types to Xero accounts.

Pointa shows mappings such as:

• Cash payment account

• EFTPOS payment account

• Online payment account

• Other payment account

Choose the appropriate Xero account for each payment type, then click Save changes.

Pointa uses these mappings when sending register shift totals to Xero.

Xero integration is based around closed register shifts. When a register shift is closed, Pointa can generate authorised invoices in Xero for the shift totals. These are grouped by payment type and, where relevant, card/payment breakdown.

Best practice: if using Xero, close the register at the same time as end-of-day cash up and EFTPOS settlement. If registers are left open for long periods, the Xero reconciliation process will be less tidy.

If Pointa shows that Xero needs reauthorisation, click:

Reauthorize

This means the Xero connection needs to be refreshed before Pointa can continue syncing.

To disconnect:

Settings > Apps > Xero > Disconnect

See Point of Sale and the register/shift section for more detail on closing registers and cashing up.