Overview
Idealpos offers modules and features to help you with the day-to-day operations of your Retail or Hospitality Business. From modules such as a customisable POS Touchscreen Interface, Stock Control, Reporting, User Permissions, Restaurant, Room Reservations, Gaming, Loyalty, Bar Tabs and many more.
Idealpos + Xero
Once Xero has been connected to Idealpos via the simple configuration process, integration with Xero is seamless via the Accounting menu on the Back Office. Once your sales period has been completed, you will run the End Sales Period option via the Accounting menu. This will prepare the sales from the period for reconciliation. The sales can then be reconciled via the Sales Reconciliation option via the Accounting menu. Before sales can be exported to Xero, they must be reconciled which will prevent incorrect figures from being exported. Invoices from any Supplier which has been enabled for Accounting can be exported from Idealpos to Xero via the Accounting > Supplier Invoices menu.
Getting started
You will need an existing account with Xero and an Idealpos system with the Xero Accounting Interface enabled in your licence.
It is then simply a matter of opening the Back Office and going to: Setup > Global Options > Accounting > Accounting Package > XERO (OAUTH2). Then press ""Connect to Xero"". You will need to login using your Xero account.
Finally, you'll need to link your Chart of Accounts with the Idealpos Account Codes.
You're then all set to export your Sales and Supplier Invoices/Purchases from Idealpos to Xero.
