Xero Accounting Management ERP

info@hvantagetechnologies.com
Callus:+1-347-918-3427
XERO Accounting
Integration
HVANTAGE
TECHNOLOGIES INC
23463 Haynes St. West Hills Los Angeles
California 91307

Callus:+1-347-918-3427
Table of Contents
➢ Introduction
➢ Significance
➢ Modules /Features
➢ Service Delivery Methodology
➢ About Hvantage Technologies

Callus:+1-347-918-3427
INTRODUCTION
Business organisations uses different software specific to different department activities eg:
XERO Accounting system is used to keep online records of Invoices and its payment.
Hvantage technologies developed new module to sync. Invoices and payments.This
synchronisation can be triggered on scheduled frequency. This modules keeps validation on
the accounts to be hit for Income/ Sales Account also for Payments. Similarly, Invoices gets
reconciled against payments imported from XERO.

Callus:+1-347-918-3427
ERP Modules

Callus:+1-347-918-3427
Software

Callus:+1-347-918-3427
MAPPING SETTINGS (1-3)
Chart Of Accounts:
Code given to Accounts created in Odoo and corresponding accounts in Xero accounting
should be same.
Suppliers :
Select menu Accounting -> Suppliers -> Suppliers.
Select supplier and Sales & Purchase tab on supplier page.
In field : "Xero Reference" , select value of the corresponding field : "Account Number" in
Xero Accounting (Contact - >Suppliers->Supplier-> Contact Details ->Account Number).

Callus:+1-347-918-3427
Products:
Select menu Warehouse -> Products -> Products.
Select product and Information tab on products page.
In field : "Internal Reference" , select value of the corresponding field : "Item Code" in Xero
Accounting ( Accounts->Inventory->Item Code)
MAPPING SETTINGS(2-3)

Callus:+1-347-918-3427
MAPPING SETTINGS(2-3)

Callus:+1-347-918-3427
EXPORT TRANSACTIONS(1-2)
➢ Select menu Accounting -> Xero Accounting - >Import Export
➢ Click on Export Invoice button, then click on add item.
➢ Select invoices to be exported.
➢ Click on Export Invoice button.
➢ Result of above steps is selected invoices are now in Xero Accounting (To view
exported invoices, select menu Accounts ->Sales->Invoices in Xero accounting).
Products and customers/suppliers associated with Invoices are also exported to
Xero accounting. Using export invoice functionality both Sales Invoices and
Purchase Invoices can be exported.

Callus:+1-347-918-3427
EXPORT TRANSACTIONS(2-2)

Callus:+1-347-918-3427
IMPORT TRANSACTIONS(1-2)
➢ Select menu Accounting -> Xero Accounting - >Import Export
➢ Click on Import Payments button
➢ On successful import Message "All payments are imported" will be displayed.
➢ Import payment functionality import payments received from customers as well as
payments paid to suppliers.

Callus:+1-347-918-3427
IMPORT TRANSACTIONS(2-2)

Callus:+1-347-918-3427
NOTIFICATION(1-2)
Export Invoices:
➢ Customer creation notification:
➢ Email notification sent as per email settings configured in Odoo, when
new customer is created.

Callus:+1-347-918-3427
NOTIFICATION(2-2)

Callus:+1-347-918-3427
Service Delivery Methodology

Callus:+1-347-918-3427
About Hvantage
Technologies

Callus:+1-347-918-3427
➢ Founders: Founded in 2011 by Neelesh Jain - serial entrepreneur in telecom & real estate
➢ Locations: 2 offices in Indore, India with 150 technology and operations team
➢ Expertise: Development Support, Back Office Support, Customer Support, E-Commerce
Management Support, Offshore & Outsourcing Support Services
➢ Domain Expertise: Healthcare, Banking, Finance, IT & Technology, Internet, Shared Economy,
and e-Commerce
➢ Lean Operating Model: Sales and support in US & operations in India
Our Clients

Callus:+1-347-918-3427
Our Other Capabilities….

Callus:+1-347-918-3427
User Experience
(Web, Mobile, Desktop & Internet of
Things)
Business
Process
(Rules, Workflow &
Transactions)
Data Store
(Real-time & High
Performance)
Business
Intelligence &
Analytics
(Insights & Trends)
Big Data
(Preparation &
Processing)
➢ Product development and management
➢ Mobile, Web, Desktop Application Design and
Development
➢ Technology Services
➢ Desktop and Infrastructure Support
Technology Capabilities
Onsite creative team
to design
multi-platform
dynamic effective
user interfaces.
Design
Analysis,
Development &
Quality delivered
using Agile
Process.
Build Manage
Product
management,
strategic
alignment &
architecture
assessment
Support
Continuous
improvement,
product
support &
training

Callus:+1-347-918-3427
Operations Capabilities
❏ 24/7 operations support across three countries USA (Onsite),
Brazil(Near Shore) and India (Offshore)
❏ High tech operations office in India
❏ Expertise in ECommerce, Logistics, General Administration,
Accounting
❏ Desktop and Infrastructure Support
We have carefully built a
culture where customer
is our first priority.
Our talented operations
team is fluent in English,
trustworthy & experienced
in operational management
& execution.
We practice industry
standard technology &
processes to secure your
information.
Security Efficiency
We provide competitive
advantage to our customers
with operational innovation
and efficiency.
Talent Care

Callus:+1-347-918-3427
Hvantage creates
designs that reflect
client’s outlook
Design
Using innovative
ideas &
result-oriented
implementations to
develop successful
digital strategy for
your business
Idea
Meticulously
thought out design
& development,
SEO , E-Commerce
and Back Office
support services
Plan
Generate relevant
traffic to your
website from various
search engines
SEO
❏ Native mobile applications (iOS, Android & Windows)
❏ Dedicated onsite designers and developers.
❏ Faster time of market with existing tested mobile components
to plug in.
❏ End to end development including deployment to app store.
Mobile Capabilities

Callus:+1-347-918-3427
Our Office
Our Office
Our Offices

Callus:+1-347-918-3427
Hvantage – India Location – Indore City
Comparing to Los Angeles it's half in area and population
(562 sq/km for 2.1 Million).
Indore has 2 operational and 1 proposed IT park, with
presence of InfoSys, TCS & Collabera.
Indore is connected with an International Airport &
Rail/Road.
Bus Rapid Transit system keeps traffic in control.
Indore provide the key ingredients of life including great
weather, food variety, entertainment parks, sightseeing,
malls, hospitals, sports institute, education and a family
friendly place to retain the talent.
Resources: Wikipedia, IIM Indore, IIT Indore
Indore is an inviting opportunity with quality
infrastructure at low cost.
Talent/Opportunities: Only city in India with the
presence of most reputed international colleges
Indian Institute of Management (IIM) and Indian
Institute of Technology (IIT). There are over 50
colleges and educational academies in Indore feeding
the talent to domestic & international businesses.
Cost: A Tier 2 city, keeps the TCO almost half of the
big 5s.

Callus:+1-347-918-3427
Hvantage India Offices
Hvantage’s India office is a state of the art facility
designed around maximum productive software
development environment. The open floor design
encourages communication and collaboration, both
between techies and with our clients.
8000 sq. feet professionally arranged space (2 offices)
Seating capacity 150 associates
6 manager’s cabins
24 hours power backup
Large conference rooms
Internet connection up to 100 mbps, multiple leased lines for
client requirements
Ample parking space
24 hours security guard
Server room with restricted access

Callus:+1-347-918-3427
HVANTAGE TECHNOLOGIES INC
Address:
23463 Haynes st
West hills Los Angeles
California 91307
Phone: +1-347-918-3427
www.hvantagetechnologies.com

Callus:+1-347-918-3427
THANK YOU!

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