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FAQ
Do I need to reconnect to Xero every time I post?
Unless somebody pushes the Disconnect Button, or logs Actionstep out within your Xero system; you should stay connected. If you are for some reason disconnected it will say so in the users alert bar and you will need to get the person who knows the Xero login to reconnect. We would advise that not everybody does know this login.
Do I need a Xero login for all my staff who use Actionstep Accounting?
No, the system only needs one login to operate. If your staff need access to Xero for reasons other than posting through Actionstep, they should do this independent of the Actionstep system.
Why is a line of my invoice in Xero one cent different than the same invoice in Actionstep?
In Actionstep we allow the user to change a line item's Total Price, which we back-adjust the unit price via the Quantity.
Ie 0.67 @ $100 = $67, adjust total to $68 and the equation will be 0.67 @ $101.492537 = $68.00 (67.99999979 rounded up)
We allow users to use 6dp for the Quantity or the Unit price and round to 2dp for the total price.
In Xero however, the quantity can only be 4dp and the unit price 2dp, which leads to impossible conversions.
So, the answer is to calculate as per xero (4dp qty + 2dp price) then calculate the difference at the end of the invoice and add a "Rounding errors" line for the balance.
This amount is posted to one of the income/expense accounts used in the invoice (the account with the highest amount from that transaction) and has no tax on it.
How can I push Trust Transactions to Xero on my Express or Practice Pro System?
Access Admin > Trust Accounting > Additional System- Wide Preferences or set up initially as in the image above. Use the Post Trust Transactions to Xero option.
Note: This requires trust bank accounts and liability accounts to be created in Xero.