Xero integration beta testing

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  • Announcement
  • Updated 4 months ago
  • (Edited)


Smartsoft is pleased to announce that we have now completed the Xero integration and are in the final stages of internal testing and documentation.

We are looking for a group of beta testers that are happy to trial the new integration in early January. Initially, we are looking for:

  • Front Desk users that do not currently use Xero, but are looking to start using Xero in the near future or;
  • Front Desk users that currently use Xero that are happy to create a new Xero account to familiarise themselves with this new functionality.

Xero offers free 30-day trials to evaluate their product, which can be used for the beta testing.

Following this initial beta testing, we will commence a second beta test program to test the interface in production Xero environments.

Users that are interested in participating in the beta testing can register their interest by opening a support case at www.smartsoft.com.au/support with ‘Xero Beta Testing’ in the description field.
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Timothy, Business Care Manager

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Posted 5 months ago

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Paul Bramley

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What would the main benifits of integrating with Front Desk and how easy would it be to convert a file from Cash Flow Manager to Xero?
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Timothy, Business Care Manager

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Hi Paul. The Xero integration will allow users to synchronise income and debtor information recorded in Front Desk to Xero and therefore removes the need to double enter data into your accounting software. Currently, most clients would be manually entering summarised information into their accounting system using reports generated in Front Desk. It’s important to remember that even with the integration, Front Desk will continue to be used for its accounts receivable functionality, which is specifically designed for receipting and invoicing in the Allied Health industry. 
 
Though, we think Cash Flow Manager is a good, simple accounting system, Xero is currently the market leader for SME businesses and proper integration is an enormous effort. I say ‘proper’, as we have reviewed some other integrations to Xero and though they do upload some data to Xero, we were surprised to find that they were not actually being used my most of their users due to the superficial nature of how this was being done and the limited support by the vendor. You can expect this to be done properly in Front Desk.

If you’re interested in migrating to Xero, it may be worthwhile contacting Xero to see what options are available to transfer your Cash Flow Manager data.
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Adam Woolacott

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Thanks Tim. Will Frontdesk interface allow the entry of the EFT code from the supplier and the suppliers name when paying an account by a DD amount and will this info turn be uploaded to Xero linked to the payment amount. Just trying to get an understanding on how the reconciliation will work in Xero with the integration.
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Timothy, Business Care Manager

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Hi Adam. Are you referring to accounts payable functionality? Paying of practice expenses would be handled by Xero directly and not Front Desk.
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Adam Woolacott

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Sorry my mistake. I meant insurance companies paying a bill for say physio service rather than suppliers. Currently we enter the payment as a DD on Frontdesk but there is no space in Frontdesk for extra information such as the EFT code and the insurance company name - all of which we need to reconcile the deposit in xero.
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Timothy, Business Care Manager

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Thanks for clarifying Adam. I can confirm that the Xero integration will synchronise the remittance number that you can currently list on a group direct deposit. We have also added new fields to the payment type screen allowing you to record payer and remittance information for single direct deposit payments, which are also synchronised to Xero.

We will also be including a new report in Front Desk that will list all direct deposit payments (group & individual) to make manual bank reconciliation easier.
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Adam Woolacott

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Fantastic - that report will save us a lot of time even without the direct integration.

Thanks
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Simone Tenae Thomas

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YAY! So excited for this. We've been using Xero and it is great, but the more integration the better!
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Astute Psychology

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A question regarding Xero integration and confidentiality. We assume confidentiality exists, however currently we are required to ensure any processes we use are based in Australia (eg cloud) as a measure of protection.... Where is the information that will be integrated into Xero stored and what measures of confidentiality are in place? (eg client names on DD). A great move by the way!
(Edited)
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Steven, Business Care

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Hi Astute Psychology

Though we are providing Xero integration, you will need to refer to Xero in regards to their privacy policy, I believe it can be found here: https://www.xero.com/au/about/legal/privacy/