If you are a Xero customer it is possible to integrate with FleetHire. Sync Invoices with Xero, with a push of a button, whilst ensuring you are mapping your revenue correctly. Linking Xero Tracking Category 1 & your TFO Fleet ID will give you an at a glance Profit & Loss within FleetAdmin Costs. |
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User Access |
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Ensure that you have the correct settings in Xero & are set up with FleetHire Finance settings in User Access Control |
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Choose Xero as your Accounting Software |
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Mapping between FleetHire Invoices & Xero |
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Choose the level of mapping you require.
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Synchronise Xero with FleetHire |
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Once all mapping has been completed & Invoices are ready, clicking on Push Now will import all FleetHire Invoices into Xero and Pull Now will pull data from Xero into FleetHire. Please Note: All invoices except cancelled, will sync to Xero in their current state. |
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Push Now: Clicking on Push Now will import all FleetHire Invoices into Xero If you have any items that have not been mapped, you will be prompted to map. |
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Once invoices have been pushed successfully, all invoices created in Xero will be listed & any skipped invoices will be listed.
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Pull Now: Click on Pull Now to sync changes made in Xero into FleetHire Once Sync is complete you will receive a Invoice Sync Result.
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See below example of how an invoice synced Xero will appear in FleetHire. |
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Click this link to watch a video tutorial on Xero Integration within FleetHire. |
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