DEAR Xero Integration Basics : DEAR Support Team

Nowadays, more and more people rely on smart business solutions like Xero to keep track of finances, as they simplify nearly every aspect of bookkeeping. In this guide, you can learn more about the benefits https://bookkeeping-reviews.com/ of cloud-based accounting software – including prices and special features. Users can choose to sync reference contact details related to customer contacts by enabling the toggle in this section.

Follow these steps to set up your Hubdoc practice organization. Read Only is given to someone who needs to be able to view bank accounts, bills, purchase orders, invoices, reports, etc., but who will not have occasion or add or edit anything. If you don’t have a Xero account and would like to learn more about this accounting software, contact Xero customer support. Depending on the plan, Xero is useful for small or medium-sized businesses, bookkeepers, and accountants. It has all the common features that are necessary to keep up-to-date with finances and necessary accounting tasks, as it keeps all business-related information in one place.

Optional Accounts

Your clients will have to play a part in their bookkeeping by sending in their source documents. Work with them to establish when and how often they should take photos of receipts, scan in documents, or forward digital bills by email. Check in to help them get into the habit of doing these things. If you can help https://bookkeeping-reviews.com/adding-new-users-in-xero/ them visualize the difference Hubdoc will make to the way they work, they’ll be more likely to get on board. We recommend trying out Hubdoc within your own company first to understand what your clients need to know. If you intend to add all of your clients to Hubdoc, it’s best to do it over time in stages.

• On the other hand, multiple currencies are not supported in the standard plan either.
• Users can not change or delete payment lines in DEAR after a payment has been synced with Xero.
• Create any missing accounts in Xero if you haven’t already, synchronise your data, and navigate to Settings → Reference Books → Financials → Account Mapping.
• Users can choose to sync reference contact details related to customer contacts by enabling the toggle in this section.

Xero knows this, so it provides an easy way to assign employees through user roles. For consolidated sales, DEAR also consolidates the corresponding COGS transactions. Non-consolidated transactions are not shown here, but can be viewed in the Xero Sync History. Failed/ skipped/ pending consolidation items are not shown on this page. If you are missing an account, you can go back to Xero and create them (check the required account settings above), sync, then reload the Account Mapping page (see below).

Activating users

To remove the integration between DEAR and Xero permanently, click the Disable Integration button. Once your DEAR Inventory account is set up, locate the Xero Integration page by navigating to Integration → Xero. You can sign up for a DEAR Inventory account using your Xero account. Using this method, you can use your Xero account credentials to sign on to DEAR. Get in touch with your Xero account manager or raise a case in Xero Central at any point if you require assistance – we’re happy to help. Find out what you need to be before, during and after bringing clients on to Hubdoc.

It accelerates data export and with one click, all accounting data can be synchronised. This frees you from time-consuming work and allows you to focus on more important projects. As a matter of fact, the software solution is much simpler than other common accounting tools. Its intuitive approach helps to get familiar quickly, but of course, it can take time to learn about all the features the cloud service provides. DEAR can only map accounts between systems if they have the same settings. If you are missing an account, you can use the + button to add a new account to Xero.

Setting up your client’s Hubdoc organization

To grant user access to Xero and assign a role with specific permissions, you’ll have to “invite” him or her. Before you send the email (and you’ll have a chance to personalize it), you’ll need to assign a role to the individual and select from the activity options available. Xero offers different monthly plans that suit the needs of businesses, self-employed individuals and sole traders. You can choose from an affordable starter plan for £12, the standard version for £26 and the premium option for £33. You can also choose additional features which cost extra. The integrated Xero interface in Moss can help you smoothen your business processes.

Once you see what it can do, you too can explain its value to your clients, and show how Hubdoc can save you both time while giving you a more accurate view of a client’s financials. When you “invite” your accountant in, his or her role will be Advisor. And Advisor role allows full access to accounts, as well as extra permissions. Advisors have the ability to set and work within locked periods and can publish and create custom reports.

When this toggle is disabled and sales are consolidated, a single contact called DEAR Sales Consolidation will be created in Xero. In monthly consolidation mode, DEAR will not sync any consolidate documents to Xero until it is the end of the current month. Auto and manual sync will continue to sync any other related transaction data that does not fall within the consolidation mode. Account mapping is important because it ensures that your records in Xero reflect the transactions processed on your POS. This allows you to easily reconcile your accounts and generate reports that accurately represent the financial health of your business.

Hubdoc automates your clients’ document collection and extracts key data out of those documents so you can work much more efficiently. There are many benefits for your clients as well – here’s how to talk about them. Here you can easily upgrade your skills and increase work efficiency. Installation, login, organization connection, and three types of reports have never been so easy. To sync historic data, you can choose a date up to 90 days in the past. If you have accounting groups configured in Back Office, then the transactions will also be reconciled against the categories specified by these groups.