AccountancyManager Xero Integration

AccountancyManager (AM) have recently launched their 2-way integration with Xero, including invoicing. Here's our review and comparison with other practice management and proposal systems.

Firstly, how does the integration work?

To turn on the integration go to tools > integrations, and select Xero, then follow the steps to integrate the correct Xero account.

Xero Integration Settings

Contacts

Once the initial sync is complete you will then be able to match the contact records between AM and Xero.

The % is an indication of the % of data in AM that matches Xero.

A contact created in AM from Xero will be added as a prospect. Prospects don't become clients until you mark them as 'Registration Fee Paid' under the 'Registration' section. If you don't charge a registration fee, you can leave the value blank.

The fields that are populated in AccountancyManager from Xero are:

  • Contact name
  • First name
  • Last name
  • Email address
  • Tax/VAT number
  • Telephone number
  • Telephone area code
  • Mobile phone number
  • Mobile phone number area code
  • Mobile phone number country code
  • Address

There is currently no way of adding contacts in bulk.

With the integration enabled, any updates you make to Contacts and Clients will be reflected in the other respective software.

Invoicing

When the invoice sync is enabled the invoicing style in AM will update to match that in Xero. As part of this additional text fields appear on the AM invoice:

The integration also provides the option of importing historical invoices. This is a one-time activity that is irreversible.

Invoices raised in AM will create a draft invoice in Xero. Invoices created in Xero will create an invoice in AM. If an invoice is updated in either system it will be updated in the other. If marked as paid in either software, this will be updated in both places.

AM service items are not mapped to Xero account codes, but you can choose the account code you want the line item to be mapped to when raising an invoice in AM. Xero tax rates pull through, but again there is no default mapping to service items.

For invoices to sync as expected a description must be entered.

Xero can be used for recurring invoices and these will pull into AM. AM can be used to chase unpaid invoices.

The sync takes place every hour, or there is a manual instant sync option.

Watch the AccountancyManager Xero Integration video

Summary of Integration and Benefits

The integration allows client managers that need to raise invoices for clients to do so without leaving the place where they are managing the work, whilst also meaning no access is required to the firm's Xero account.

Keeping contact data in sync removes the need for manual duplication, and also reduces instances where invoices may be sent to the incorrect contact address.

It is the only purpose built practice management system with a direct 2-way integration that allows you to raise invoices into Xero.

Overall it's a good first release of the integration and provides a base from which to build in enhancements.

How does the AM Xero integration compare with the Karbon and Senta integrations?

Karbon

Karbon does not currently have a Xero integration.

Senta

Senta has two levels of Xero integration - Practice and Client.

The practice integration is designed to allow you to import from your own Xero books using the "Sync with Xero" menu option and keep your records in sync by copying any changes to and from Xero. It will also enable a "Sales Ledger" tab on each client. This allows you to view outstanding invoices, not all invoices. Senta does not allow you to create or amend invoices in Xero.

The client integration creates a "Xero" tab in each client, where you can connect to your client's books, and see their financial data, reports and indicators.

How does the AM Xero integration compare to the GoProposal and Practice Ignition integrations? Download our comparison.

Leave a Reply