In this article, we will answer some of the most commonly asked questions surrounding the integration between Xero and Actionstep.
Q: I've heard that the Xero integration is 'one-way'. What does that mean?
A: Yes, that's correct. The integration is referred to as 'one-way' because data can be synced from Actionstep through to Xero, but not vice versa. As such, people commonly use Actionstep for their billing and trust accounting and then consolidate the data into Xero for their reporting and dashboards.
Q: Why do I need to set up Trust Accounts within Xero to enable the mapping?
A: Some of the holding accounts that Actionstep uses to process trust transactions (such as the 'Trust Liability' and 'Trust Transfers' accounts) are not available in Xero by default, which is why they have to be created before the mapping is configured.
Q: Can Xero's 'Bank Feeds' feature be utilized for Actionstep?
A: No, they cannot. As mentioned above, the integration is 'one-way' and data can only be pushed from Actionstep through to Xero, not vice versa. Since the bank feeds are only available within Xero, they will not appear within Actionstep.
Q: I've added the mapping for all my accounts but I'm getting an error message stating that the mapping is missing for a certain account?
A: It may be that you've forgotten to assign a unique code to the account in Xero. Whilst Xero allows you to create accounts without assigning these codes to them, Actionstep relies on these codes to identify the accounts, which is why you might be seeing this error message.
Q: Which accounting basis do I need to set for the integration to work?
A: Good question! You need to ensure that your accounting basis in Actionstep is set to Accrual. As long as that's in place, you can set Xero to whichever basis you prefer.
Q: Why aren't all my line items being pushed through to Xero?
A: Actionstep summarises the line items to the income account/code mapped between Actionstep and Xero when pushing bills through.
Q: I'm getting the following error message: 'API Exception Detected...'?
A: Please refer to this page (coming soon!) for more information on troubleshooting Xero error messages.