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Why Integrate Xero Tax and GreatSoft?
GreatSoft and Xero Tax integration ensures one single integrated client view between the compliance and practice system.
Save time by giving staff access to compliance information when they need it without having to find the information elsewhere.
The GreatSoft and Xero open platform creates a central database and single source of truth so that client information stays up to date.
Overview of the Xero Tax Integration in GreatSoft
Client Sync
The GreatSoft client sync allows firms to update changes to the client and related information from GreatSoft to Xero and vice-versa.
This process can be initiated from the Partners page and is subject to security privileges.
The Sync process allows the administrator to choose the direction and records that will be synchronised.
Administrators are also able to print reports for the Sync conflicts and matches.
GreatSoft supports multiple Xero Tax profiles within a single GreatSoft deployment.
Client View
The GreatSoft client view retrieves tax return information real-time from Xero and shows the open returns for a Client.
Staff are able to create, open and edit the Xero Tax return directly from GreatSoft if they have privileges.
Getting Started
1. Setup the Xero Tax Profile in GreatSoft
A GreatSoft consultant will:
Activate Xero integration for the firm.
Configure the Xero Sync profile in GreatSoft. Information will need to be retrieved by the Administrator from the Organisation area in Xero Tax.
Grant security access for administrator to run the Client Sync process.
2. Perform a Client Refresh
2.1 An Administrator or GreatSoft consultant must access the Partners area in GreatSoft and select the Xero Profile to be configured, then click on SYNC to open the Xero Integration page.
2.2 The Xero Integration page will display.
2.3 Start the sync process by retrieving the client list from Xero using the Refresh from Xero button. It does not matter whether Xero or GreatSoft was setup first.
2.4 The Client Refresh from Xero will match the Xero and GreatSoft client information using TFN, Client Name or ACB/ABN.
2.5 The results of the matching will be displayed using status selections that show:
clients in Xero and not in GreatSoft.
clients in GreatSoft and not in Xero.
clients matched using the criteria in 2.4.
2.6 Clients can be selected by clicking in the flag box for a row then choose the direction of update.
Other features and actions of the Xero Integration process
Refresh from Xero
Refresh the client details from Xero Tax and compare with GreatSoft Client details.
Flag Records for Update
Inspect the details and click the Flag item to mark the clients to be updated.
Update Xero
Initiate the update of client records in Xero. This action will process Flagged records.
Update GreatSoft
Initiate the update of client records in GreatSoft. This action will process Flagged records.
Refresh Xero Staff
Retrieve the Partner/Manager ID information in order the apply changes made to the Partner or Manager from GreatSoft to the Xero Account Manager.
Report
Preview a report listing of the Client Matching. The report has various filtering options.
NB: Tax returns can be retrieved and shown in the GreatSoft Client View for matched clients only.