Xero Accounting Software

  • 15
  • Idea
  • Updated 4 weeks ago
  • Implemented
I was wondering when Xero will be integrated into Front Desk? I had a conversation last year with one of the technicians who mentioned it may be toward the end of 2016?P.S. This forum is a great idea. Thank you!
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Charmaine Petersen

  • 3 Posts
  • 6 Reply Likes

Posted 4 years ago

  • 15
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Timothy, Business Care Manager

  • 842 Posts
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Official Response
We are pleased to announce that the Front Desk Xero integration is now available for general release in Front Desk v19.0. We would like to extend a big thank you to our group of beta testers for their assistance throughout the testing process.

The Xero integration is provided on a self-installation basis by following the detailed Xero Integration User Guide.
For those users wishing to have an assisted installation and configuration of this interface, Smartsoft can provide this professional service. For more information on this service, please click here.

Key integration features include:
  • ¬†3 types of integrations: Daily Summary (recommended for most users), Detailed & Detailed-Single Contact
  • ¬†Ability to synch practice groups to different organisations within the same Xero account or to separate Xero subscriptions
  • ¬†Detailed breakdown of payments in Xero to help with reconciliation
Before using this integration, please note that Xero does not provide any means to reverse an upload made to their system. It is essential that you test your integration using a Xero trial account before uploading data to your live (production) Xero organisation. Xero offers a free 30-day trial organisation, which is ideal for this purpose.
(Edited)