If you've successfully completed connecting your Simple Salon account to Xero, you may be wondering where your figures go, or perhaps you can't find them in Xero.
If you haven't connected your account to Xero, you can learn how to complete the process here.
The figures are sent to Xero after you've completed the end of day session for each day, so you'll first need to complete the end-of-day process before your figures are sent to your Xero account.
If you haven't already, you can checkout how to complete the end of day process here.
The following guide will then show you how to track your Simple Salon exports to Xero.
Finding the export status of your figures
To find out if your figures have been sent to Xero, navigate to the End-of-Day Report in Reporting > Report List.
Once you've loaded into the End-of-Day Report, enter in the date range covering the exports you'd like to review, then click Go.
A list of reports for the date range will appear:
If you're connected to Xero, you'll be able to see a row called Export Status.
It's here you'll see if the report has been successfully exported. If the export has been successful, the Export Status row will display Exported.
If the export has not been successful, the Export Status row will display Export, and you'll need to manually send your figures over.
Click here to learn how to export your figures manually.
Finding the export in Xero
If the Export Status row is displaying Exported, you can navigate to the export in Xero by clicking on the Show Details link.
You'll then be able to see the end of day details, and a link under the table, displaying something similar to 'Open Invoice #INV-0001'
Clicking on the 'Open Invoice #INV-0001' will then take you to Xero, where you'll either be able to view the Invoice if you've already logged in, or login to view the Invoice.
If you have any further questions, please send them to us anytime from your Help & Support page via Submit a Request.