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.
Setting up your Xero connection in Simple Salon
Once you have a Xero account and a Simple Salon account, you need to connect them. In 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.
Once you're in, you'll need to select your Xero account from the drop down menu and click Authorise.
Let it do its thing for a moment...
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).
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.
What each setting means
Sales Account—this is where your sales revenue gets sent. For example, if your business made $1000 that day, this is where the $1000 will go when it is exported into Xero. Choose your sales account and then click the ￼ 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 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 your credit, cash etc - all money that is received by your business.
Default Liability—includes all of your Gift Vouchers, client Account Balances - all your liabilities
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 ensure that 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.