Xero integration

Getting Started
In this article we will cover connecting your SimpleClinic account to your Xero account.  This requires a Xero Starter, Standard, or Premium plan.  If you h...
Mon, 21 Jun, 2021 at 2:50 PM
Configuring Xero Integration
Please read this article carefully to understand how the Xero integration works with SimpleClinic. If you are unsure of any aspect of this article, please c...
Thu, 25 Feb, 2021 at 9:53 AM
Reconcile in Xero by matching invoices
This article describes how to change the behaviour when SimpleClinic sends invoices to Xero to leave the invoice status in Xero as awaiting payment.  When r...
Wed, 12 Aug, 2020 at 5:22 PM
Reconciling in Xero using a Settlement Account
If you have chosen to reconcile with Xero using a Settlement Account this article will explain how. There are two ways to do this: Option 1: Manuall...
Wed, 6 Jan, 2021 at 10:41 AM
Common Xero Errors
This article covers multiple error types. Please check the email you received to find out which error you encountered or check the invoice comment of the fa...
Tue, 9 Jun, 2020 at 2:00 PM
How do I reconcile Ezi-Debit payments in Xero?
When reconciling payments in Xero received via Ezi-Debit to match to your SimpleClinic invoices, you have two options: 1) When you are reconciling in X...
Fri, 24 Jul, 2020 at 4:10 PM
Xero and Vouchers
Many practitioners are accepting pre-payment for consultations either in whole or in part. When receiving this amount, an invoice is raised by SimpleClinic ...
Wed, 29 Jul, 2020 at 4:19 PM
How to create chart of accounts in Xero
Creating the Necessary Xero Chart of Accounts SimpleClinic requires accounts in your chart of accounts to be created for: 1. An account to be settled i...
Tue, 9 Jun, 2020 at 12:16 PM