Xero

Profitdiagnostix gets information from Xero and your practice management software. With this information in one place you have access to reports that combine your accounting information and clinical information.

Benefits of integration: For service professionals who invoice out of specialised clinical / patient management systems, this integration allows you to bring together your invoicing information, fees and services sold, staff sales information and accounting data into one communal area. It then allows you to build powerful business performance dashboards and logic.

As a service profession your business information is always in 2 different places: your accounting software and your practice management system. You don’t invoice out of your accounting software like many other businesses, instead you use your practice management system. This means that a lot of your critical financial information is in 2 places.

For example, knowing which staff members completed a job/invoice is stored in your practice management system, not your accounting system. But your wages are stored in your accounting system. So to work out staff productivity you would have to get data manually out of 2 places

Profitdiagnostix allows you to put all this important information in one place and then it AUTOMATICALLY displays dashboards that put all this information together, saving you a lot of time and allowing you to measure KPI’s that you have never managed to measure before.

About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Try Xero for free.

How to connect

If you need help with your connection, our partner accounting firm APL Accountants will assist you in your connection process free of charge. APL Accountants are a Xero certified partner firm. Contact APL Accountants here if you need assistance.

If you want to perform the connection yourself, follow the instructions in our knowledgebase:
https://beefreesoftware.atlassian.net/wiki/spaces/SVA/pages/642416743/How+to+connect+to+Xero

Integration Information

The Profitdiagnostix / Xero integration is a one way integration. Data is copied from Xero into Profitdiagnostix and your Xero data is not altered in any way.

Frequency of connection: The default setting is for the data to be copied once daily at a set time. You can manually start the process at any time by clicking on the ‘Queue’ button. The time for the automatic process to run can be altered to any time of day by ckicking the ‘Schedule’ button.

The following items are copied into Profitdiagnostix using the Xero API:
Chart of general ledger accounts
All general ledger transactions for the last 2 years