
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.
Timothy, Business Care Manager
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Posted 12 months ago
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Timothy, Business Care Manager
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Timothy, Business Care Manager
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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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Thanks
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Timothy, Business Care Manager
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Steven, Business Care
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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/
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Timothy, Business Care Manager
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Smartsoft is providing three types of Xero integration. The first is a detailed synch where each Front Desk patient file has a record in Xero with their associated transactions.
The second synchronises all Front Desk transactions to a single record in Xero, however for reconciliation purposes, the patient name is included in the transaction description.
The third type of integration is a summary mode, which will only upload a summary of payments received. It does not upload individual invoices and payment transactions, but instead creates a new invoice in Xero reflecting the total of each payment method received that day.
If you're wishing to avoid synchronising client names to Xero, the summary option is your best choice.
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Steven, Business Care
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Xero integration testing is still ongoing. We have three types of integration with Xero. Two are ready for production, the third which is a summary entry is having some tweaking to include more breakdowns in payment types (DVA, Medicare etc.) to assist with reconciliation. It will be released to the beta testers on Wednesday next week, and we expect a general release a few weeks after that.
In relation to working on a second program, you may be referring to PracSuite. We have different teams working on Front Desk and PracSuite. Both applications will be developed and supported in the future as there is a demand for both desktop and cloud products.
Feel free to join the beta program on Wednesday next week if you wish to have some exposure to the new Xero interface.
Timothy, Business Care Manager
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Also some of our Insurers have a 14 digit remittance number which won't fit.
Thanks,
Adam
Andrew, Community Manager
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I've moved this reply to a new conversation, as it doesn't relate to Xero integration beta testing.
Please reference the new conversation here: Direct Deposit - Editing & 14 digit remittance numbers
Timothy, Business Care Manager
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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
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Timothy, Business Care Manager
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.