Xero how to
Xero tasks with the practice half filled in.
Xero Central explains the button. These pages explain what to do when one deposit covers forty claims across three funders, which is the case every week in a practice.
How to
Each page ends with the state the ledger is in afterwards, so you can tell whether it worked.
- Xero how toArchive a practitioner in Xero trackingArchive a practitioner's Xero tracking option instead of deleting it, then wait out the funder money that lands after their last day before the final payout.
- Xero how toXero auto reconcile in a clinicXero reconciles bank lines on its own with JAX. Here is what it reads, where a funder deposit makes it confidently wrong, and how to switch it off.
- Xero how toXero bank rules for funder depositsA Xero bank rule can code a Medicare or NDIA deposit to its clearing account. It cannot decide which claims it paid. Here is where to draw the line.
- Xero how toRecord a batch deposit from a remittanceOne funder remittance, one bank line. How to build a Xero batch deposit from the remittance file so the batch total equals the credit in the feed.
- Xero how toCash vs accrual GST for a clinic in XeroYour Xero GST basis decides whether a clinic reports a claim on the invoice date or the funder payment date. One claim, worked both ways.
- Xero how toFind and match a funder deposit in XeroRun Xero's Find and Match on one funder deposit that covers many patient invoices, and read the difference at the bottom before you clear it.
- Xero how toFunder remittance advice in XeroXero's remittance advice is the email you send a supplier. The file the NDIA or a plan manager sends you is a different document. What to do with each.
- Xero how toXero lock dates and a practice software export that will not landA Xero lock date refuses a practice software export the way it refuses a person. The wording each system reports, and the choice between re-dating and holding.
- Xero how toXero payroll tracking for practitionersXero payroll puts one tracking option on a wage line. Where to set it, why payroll takes one category and not two, and the report the setup produces.
- Xero how toReconcile a BAS refund in XeroA mostly GST free clinic usually settles its activity statement with a refund. Here is where the ATO line is coded in Xero, and what to check before you lodge.
- Xero how toHow to reconcile a clearing account in XeroXero will not extend reconciliation to clearing accounts. Here is the month end routine that replaces the screen, and what a balance that will not clear means.
- Xero how toReconcile a clinic bank account in XeroOne funder deposit, dozens of patient invoices. How to reconcile a clinic bank account in Xero, and the four points where the loop breaks.
- Xero how toHow to reconcile a credit note in XeroA clawed back claim has no bank line of its own. Allocate the credit note to the invoice it reverses, and the deposit it is netted into still ties.
- Xero how toReconcile a part payment in XeroUse Split under Find and Match to record the part of a funder payment that arrived, then decide what the balance left on the invoice actually is.
- Xero how toHow to reconcile a refund in XeroYour practice software records a refund as a negative payment and Xero has no such thing. The two document sets, and how to tell which one you need.
- Xero how toReconcile an overpayment in XeroXero refuses a payment larger than the invoice. Split the bank line, record the excess as an overpayment, and hold it until it is applied or refunded.
- Xero how toReconcile card settlements in XeroA terminal settles the day's cards as one gross deposit, and the fee is often billed monthly. Match it as a transfer out of a clearing account, not takings.
- Xero how toHow to reconcile Stripe payments in XeroA Stripe payout covers a batch, not an invoice. Here is the split it needs in Xero when the practice system has already posted the gross payments.
- Xero how toSend a remittance advice in XeroXero sends a remittance advice from a payment that already exists. The click path for a payout run, the fields it prints, and what it leaves off.
- Xero how toSet up a clearing account in XeroHow many clearing accounts a clinic needs, whether each one is a bank account or a current asset, the tax rate to set, and where the practice system points.
- Xero how toSplit a bank statement line in XeroOne credit, two coded rows: the gross to the funder clearing account and the fee to merchant fees, so the clearing account still clears in full.
- Xero how toXero tracking categories for a clinicA Xero file holds two active tracking categories. What a clinic puts in each slot, why the payer is not one of them, and which practice systems push them.
- Xero how toXero tracking categories or Xero Projects, for a clinicTracking categories tag a line for the standard reports. Xero Projects runs one job. Which one answers revenue and cost per practitioner in a clinic.
- Xero how toReport by tracking category in XeroThe Xero reports that read a tracking option, which month end numbers an allied health practice gets from each, and the basis to run them on.
- Xero how toTwo payments on one invoice in XeroA fund benefit and a patient gap settle one invoice through two rails. Post each payment to the account for the rail it arrives on, then clear each one.
Guided onboarding
Run one real month before you go live.
Sign up, connect Zanda and Xero, and replay a month you already closed. The map is reviewed with whoever owns the books, and nothing posts until you approve it.
Every practice starts from a template. Nothing posts until the map is approved.