This article will talk you through how to connect to Xero and begin syncing invoices from Aesthetic Nurse Software.
Connecting your ANS account to Xero will streamline your accounting. Ensuring your invoices are automatically transferred for accurate bookkeeping.
To learn how to connect Xero, watch our short video below. Alternatively, follow our simple steps.
Before getting started, please ensure the following;
You have an existing Xero account
You have created relevant 'account codes' in Xero
(e.g. Medical Treatment / Cosmetic Treatment).
You may wish to seek advice from your Accountant.
Step 1:
From the main menu, head to Settings.
Step 2:
Once in Settings, locate the "Integrations" section and click the Xero icon.
Step 3:
Click the button "Apply For Xero Access"
We currently have to oversee the onboarding to our Xero integration so the application process simply means our ANS team will be in touch.
Step 4:
Enter your details into the required fields. Please ensure you answer all questions.
You need to have an existing Xero account to set up the integration.
Next, click "Submit"
Our team will pick up your request and contact you to discuss the next steps and grant access for you.
Once access has been granted, follow the steps below to Connect your Xero Account Codes.
Step 5:
Head back to Settings and click Xero, under the Integrations heading.
Step 6:
This time, click "Connect to Xero"
If this button does not say "Connect to Xero", please contact info@aestheticnursesoftware.com for support.
Step 7:
You'll be re-directed to Xero. Enter your credentials and click "Log in"
Step 8:
Click "Allow access" to enable ANS to sync with your Xero account.
Step 9:
It's important to check with your Accountant that you have the correct nominal codes set up within Xero, in order to accurately link to the categories below.
You will be re-directed to ANS and must then select the relevant Account Codes to assign your transactions to. There are three mandatory fields:
Medical Treatment Account
This relates to any treatments you mark as given for 'Medical Purposes', within Treatment Details.
Cosmetic Treatment Account
This relates to any treatments you mark as given for 'Cosmetic Purposes', within Treatment Details.
General Sales Account
This is for any treatments you leave unmarked within Treatment Details.
Plus, two optional fields if you sell retail products in your clinic.
Retail Medical Account
This relates to any Retail Products you mark as sold for 'Medical Purposes', within the Retail Product invoice.
Retail Cosmetic Account
This relates to any Retail Products you mark as sold for 'Cosmetic Purposes', within the Retail Product invoice.
Step 10:
After you've selected the account codes to link your ANS invoices to, click "Save Accounts"
Step 11:
You will see a confirmation to say "Your Xero account is now connected"
If you want to make any changes to your selected account codes, open this page at any time and click the drop down boxes to re-assign.
Then click "Save Accounts"
Run a test from ANS to Xero
Step 12:
Open a Patient Record in ANS
Create a New Appointment
Go to "Treatment Details" tab to update the Treatment and the 'Medical/Cosmetic' field.
*Make sure you have added a Treatment added within the "Treatment Details" section*
Then, click on to the "Invoice" tab
Example below:
VAT Registered business, details pulled from "Tax Settings" in ANS
Dermal Filler Treatment marked as for "Cosmetic" purposes
Price £250.00 (inclusive of VAT)
VAT breakdown auto-calculated
Step 13:
Log in to Xero
Go to "Business > Invoices"
Here you will see the Invoice from ANS has pulled through to xero.
For further help on connecting with Xero, visit our additional guides.
Reach out to our support team at info@aestheticnursesoftware.com, or book a 1-1 support zoom call here : Book a zoom call