Help Center

Xero FAQ

The following questions and answers can help you troubleshoot some common issues with Xero:

 

I've heard that the Xero integration is one-directional, or 'one-way'. What does that mean?

This is correct. The integration is referred to as 'one-way' because data can be synced from Actionstep Practice Management through to Xero, but not vice-versa. As such, users commonly use Practice Management for their billing and trust accounting and then consolidate the data into Xero for their reporting and dashboards.

 

Do I need to reconnect to Xero every time I post?

You should stay connected to Xero unless another user disconnects Xero in Practice Management's Admin settings or signs Practice Management out of your Xero system. The notification bar in Practice Management (located along the bottom of the page) notifies you if Xero has been disconnected. If this happens, have the Xero integration administrator reconnect it for you.

 

Do I need a Xero sign-in for all my staff who use Practice Management Accounting?

No, the system only needs one sign-in to operate. If your staff need access to Xero for reasons other than posting through Practice Management, they should do this independently of the Practice Management system. 

 

Why do I need to set up trust accounts within Xero to enable the mapping?

Some of the holding accounts that Practice Management 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.

 

Can Xero's 'Bank Feeds' feature be utilized for Practice Management?

No, they cannot. As mentioned above, the integration is one-way and data can only be pushed from Practice Management through to Xero, not vice-versa. Since the bank feeds are only available within Xero, they will not appear within Practice Management.

 

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?

It may be that you've forgotten to assign a unique code to the account in Xero. While Xero allows you to create accounts without assigning these codes to them, Practice Management relies on these codes to identify the accounts, which is why you might be seeing this error message.

 

Which type of accounting do I need to set for the integration to work?

You need to ensure that your accounting basis in Practice Management is set to accrual. As long as that's in place, you can set Xero to whichever basis you prefer.

 

Why aren't all my line items being pushed through to Xero?

Practice Management summarizes the line items to the income account/code mapped between Practice Management and Xero when pushing bills through.

 

I'm getting the following error message: 'API Exception Detected... '?

Please see Troubleshooting Xero Error Messages for more information on troubleshooting Xero error messages.

Updated