Manage Xero Charges

• Chair-side Charges
• Contract Charges

Chair-side Charges

Step 1: Hugo Systems - Click Mange Xero Charges

Step 2: Hugo Systems - Click Add charge

Step 3: Hugo Systems - Click Add charge

• Charges Name - Code - ICD-10
• Charge Price(incl VAT)
• Charge VAT Rate
  • This VAT rate must be the same as your Xero VAT Rate
• Hide unused charges
• If a charge is required at every appointment select Required

Step 4: Hugo Systems - Once you have added all of your charges click Update Accounts in Xero

Step 5: Xero - Visit Accounting > Chart of Accounts in Xero

Step 6: Xero - Check that all of the accounts have been created

• This may take a few minutes
• If you make changes or Add more accounts rerun Step 5
• All accounts linked to Hugo Systems are prefixed with HS/
  • You can create Groups on your income statement to sort these accounts
    • Learn more on Xero’s Support Page

Step 7: Xero - Set the corresponding VAT amounts

• Search the list for accounts starting in HS/
• Select all accounts
• Click Change Tax Rate

Step 8: Xero - Set the correct VAT account

• Select the correct VAT amount
  • You may need to confirm this with your Book keeper or Accountant

Contract Charges

Step 1: Hugo Systems - set your monthly debit code in settings

• Visit Company Details > Contract Details to setup your monthly debits