In Xero, the posBoss cash up information is sent into Accounts > Sales > Invoices then look in your Draft section.

If the data isn’t showing there:

  • Log into the management site Click your company name at the top right of the site then select Integrations > Xero. Click the Make your accountant happy now button. Then click the Disconnect Xero button at the bottom of the page.

  • Wait for a full minute and then reconnect to Xero. you may need to refresh the website then go back in the Xero integration settings area you were just in.

  • The Xero accounts you have set up should default back but you may need to reselect them from the drop down list then press Save.

  • Go to Cash Ups. You will most likely need to send these to Xero again. Try the first cash up and see if it properly submits.

  • If still not working - in Xero, go to Contacts > Customers and locate the Posboss customer. Make sure it is spelt with a capital P and lower case osboss.

  • Double check you have set your account types correctly as per our setup guides.

Our full instructions and video can be found here:

posbosshq.com

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