Xero is an online software tool that simplifies accounting tasks for businesses. When this integration is set up, invoices and payments created in Semble are automatically uploaded to Xero, even if payment is not recorded at the time of the invoice creation.
For information on how to set up the Xero integration, see here.
Note: To view the Xero integration settings, you must have a role assigned to you that gives you viewing permissions for Integrations. For more information on roles, see here.
In this article:
Xero Integration Settings
When your practice has fully set up Xero, some new fields will appear in the Integrations tab in Settings:
Xero sales account: Where both paid and unpaid invoices are uploaded to in Xero. An example name could be '200 - Sales' - please note that this must be marked as "Revenue" for Account Type in Xero and not "Sales"
Xero payment account: Where your paid invoices go in Xero. An example name could be '160 - Revenue'
Invoice due in: Where you select how long patients have to pay off their invoice
Send practitioner as reference: Tick this box to have the clinician's name appear in the 'reference' field on invoices sent to Xero
Note: To keep any changes you have made to the integration, you must click Save.
Configure a Product to a Xero Account
When you have fully set up the Xero integration, you can configure your products to invoice to a specific Xero account:
1. Go to the Products page.
2. Select the product you want to configure Xero with.
3. Click the edit icon in the top right-hand corner.
4. Scroll down to the Xero section, then use the two dropdowns to select the Sales Account and Payment Account that you want to link the product to.
5. Click Save.
Now, when that product is added to an invoice, it will be processed by the Xero account that you have configured for it.
Note: For a Xero invoice to be correctly processed, all products within the invoice must have the same Xero settings when it comes to the "Payment account". Invoices that do not have consistent "Payment account" settings, will default to the account level settings for the "Payment account". Sales account settings can indeed be different.
What Data is Sent to Xero?
The data flow between Semble and Xero is one way. Semble sends data to Xero, but Xero does not send data to Semble.
See the following diagram for information about what data flows from Semble to Xero, and the place in Xero where this information can be found:
Name of patient
Invoice > "To"
Top of invoice
Products listed in invoice
Invoice > "Description"
Date invoice created/Due date
Invoice > "Date" + "Due date"
Invoice > "Total"
Invoice > "Status"
Disconnect from Xero
You can disconnect Semble from Xero at any time:
1. Go to the Settings page.
2. Go to the Integrations tab.
3. Click Disconnect from Xero.
You are now disconnected from Xero. You can set up the Xero integration again at any time. For more information, see here.