No more double entry required. With the Simple Salon integration to Xero Online Accounting, your accounting processes have been simplified.
Go about your daily activities in Simple Salon and when it's time to close for the day, simply process your End-Of-Day session, as per the steps in your Advanced End Of Day article, and all your figures will be automatically transferred to your Xero account.
We'll be going through:
Setting up your Xero connection in Simple Salon
Once you have a Xero account and a Simple Salon account, you need to connect them.
Click the blue circle icon on the top right corner, and go to your Account page:
In the Actions menu, click Xero.
As you can see on the right side panel, you are not yet connected. Click Connect to Xero to get started.
Using your Xero login details (Email Address & Password), log in to your Xero account.
You'll be asked to Allow Access to Simple Salon:
You'll be redirected back to Simple Salon, where you'll be connected:
Note: If any of these menus have "---" in them, the connection won't work. You need to also make sure you're entering 'Simple Salon' as the 'Contact for Invoice'. Click here to learn how to create the contact in your Xero account first, then you will be able to select it from the 'Contact For Invoice' drop-down menu.
At this point, if the Xero settings do not display, just go to Settings, then into Cash Register Settings, and scroll down until you see Export Sales figures to:, choose Xero from the drop down menu and click Save.
Now, go back to Account > Actions > Xero, and in each of the drop down menus, you need to select an account. This is how Simple Salon knows where to send your figures (see below for a description of each setting).
What each setting means
Note: If any of these menus have "---" in them, the connection won't work. If you are unsure what to select for each of these settings, ask your accountant.
Default Sales Account - this is where your sales revenue gets sent. Revenue is in regards to what you sell in the salon (i.e services, packages, products & tips).
For example, if your business made $1000 that day, this is where the $1000 will go when it is exported into Xero.
This can just be one account in Xero, or brokendown further using the (Split) button. That would mean you need to create a sales account for each (services, packages, products & gift vouchers).
Select (Split) next to your Default Sales account, to display the advanced options.
- Product Sales Account - this is the account in Xero where you would like all of your Product Sales to go.
- Services Sales Revenue - this is the account in Xero where you would like all of your Service Sales to go.
- Package Sales Revenue - this is the account in Xero where you would like all of your Package Sales to go.
- Tip Account - this is the account in Xero where you would like all revenue made from Tips to go.
Click the (Split) again next to Sales Account once you have filled out all of the advanced options. Then continue on with the rest of the drop down menus.
The rest of the drop down menus need to be filled out.
Default Asset Account - this is referring to how those sales revenue are accounted for. ie Cash, Credit EFTPOS etc (all the different types of money that is received by your business through different payment methods).
The difference between this option and "Default Sale Account", is that sales is the revenue that came in, and the asset is how they came in.
Default Liability - is outstanding invoices, gift vouchers, outstanding package items i.e. all of your liabilities.
You can click (Split) to add a different Invoicing Account.
Contact For Invoice - this is 'Simple Salon' - but you will first need to create this as a contact in your Xero account. Click here to learn how to create the contact in your Xero account first, then you will be able to select it from the 'Contact For Invoice' drop-down menu.
Once you have filled out ALL drop-down menus, click Save.
Sending your figures from Simple Salon into Xero
At the end of every day, you will need to run the Advanced End Of Day process to make sure your figures are sent from your Simple Salon into your Xero account.
Once the figures are in Xero, they will be in a draft format, therefore in order for these figures to be included in Xero, you will need to go to the draft in Xero and click Authorise.
Note: This article assumes that you have already setup Xero with the appropriate accounts. If you haven't set it up yet, then the default Xero accounts will be displayed (and thus may not be appropriate or relevant to you). You may need to go through Xero with your accountant first. Once Xero is appropriately configured, you'll be able to select your accounts from the Xero settings drop-down menus in Simple Salon as above.
If you have any questions, please send them to us via the Submit a Request option in your Help & Support page