Two way communication with Xero
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Rebecca Worthing
Stock control, invoice payments and expense management would be much easier if Xero could send information through to CorePlus.
If I order stock, and my supplier invoices me through Xero, I would like that stock to be added automatically to my on hand stock levels and I would like the invoice to be added to my expenses.
If a patient pays for their invoice through bank deposit or transfer, Xero can consolidate that payment against the invoice, it would be very helpful if xero could also tell coreplus that the invoice was paid and on what date.
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Andreas Papastergiadis
Merged in a post:
Xero - Deposit Improvements
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Jane Taylor
Dear coreplus,
As a coreplus user, I would like the deposit payment method to be further improved, as well as the communication between coreplus and Xero, when taking deposits on invoices.
Suggested Solution
The money should be received as a deposit for a future period. "Payment Type - Deposit Received"
Service Type will need to be considered as a "Deposit Received" when pushing into Xero. If coming into XERO as "Deposit Received" I can then do a jnl in XERO to move from Revenue into Deposits.
On the Date of Consult the Invoice is raised. The invoice comes through to XERO along with any payment made. Debtors should net off between XERO and CP correctly.
The Deposit Received is applied to the invoice in CP and this is pushed to XERO as a separate line. "Payment Type - Deposit Applied" If coming into XERO as "Deposit Applied" I can then do a jnl in XERO to move from Revenue into Deposits.
A "Deposit Transaction Report" should be identified in CP and then something similar in XERO.
If there is still any money owed on the invoice, there should be a payment /service type set up "Money Previously Owed" and applied so again it is easy to identify when it comes into XERO.
The way the deposit is recorded messes up debtors reporting incorrectly as we are not technically owed any money. But instead only received a deposit.
Submitted on behalf of:
neuroCare Clinics Sydney Pty Ltd
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Laura Saliba
Two-way syncing between xero and coreplus particularly with invoicing would save us so much time.
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Rebecca Plummer
This would be very beneficial!
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The Speech Co Admin
2 way synching with Xero would definitely benefit our business and save a huge amount of Admin time.
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Matthew O'Carroll
open
Andreas Papastergiadis
under review
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Matthew O'Carroll
Hi Rebecca,
Invoicing is definitely an area of the coreplus application that we will be reviewing in the not too distant future. This will include integration with 3rd party applications such as Xero.
We will keep you posted as timelines and project objectives are defined.
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Jesse Morgan
I agree, this would make life a whole lot easier with this automation