Actionstep Practice Management offers an integration with Xero that allows you to do your billing, trust/client accounting and general matter management in Practice Management and have all your accounting information automatically updated in Xero.
The integration is one-way, which means that anything entered into Practice Management is copied through to Xero, but any data entered into Xero directly does not get pushed through to Practice Management.
To configure the integration, you will need admin privileges in both Xero and Practice Management. Once the link between the two products is established, you must map accounting-related fields in Practice Management to fields in Xero so that Xero knows how to allocate the accounting entries pushed through from Practice Management. (The process for configuring Xero with Practice Management is different, depending on whether you're using Actionstep Practice Pro or Actionstep Practice Pro + Accounting.)
As you are working with both Practice Management and Xero, you may occasionally receive error messages when trying to process transactions. This can happen for several different reasons, including (but not limited to):
- A bill having already been paid or written off in Xero
- A reference # missing from one of the accounts set up in Xero
- The API server responsible for the integration being offline or unstable
For more information on these messages and how you can troubleshoot them, please see Xero Error Messages/Troubleshooting.
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