Receipt Bank are one of the nine launch partners who are integrating with the new practice management tool being released by Xero! We're happy to announce this integration is live now!
What is Xero HQ?
Xero HQ provides a central hub where you can access an overview of your clients and their connected apps. Receipt Bank will send alerts to the ‘Activity’ area of Xero HQ, where you can navigate between clients' curated apps for a “seamless app experience”. Receipt Bank’s alerts will highlight you the clients’ needs and urgencies so you could quickly prioritise your work.
As always it is very easy to set it up!
1. Go to Account Settings in the Practice Management area.
2. Click 'Account details'.
3.Scroll down and select 'Integrate with Xero HQ'.
4.Follow onscreen instructions and login to Xero account.
Once this is complete, we start sending across 6 alerts (2 of which are exclusive to Practice Platform users) to the 'Activity' feed in Xero HQ. Here is an example:
- Client delay
This alert is triggered when an item is submitted that is more than 3 months old. The action takes the Partner to the item in question so that they can publish it across to Xero or send an item message.
- Inbox milestone
This alert is sent when the client inbox exceeds more than 100 items. The action takes the Partner to the client inbox, specifically the ‘Ready to export’ tab, so that the Partner can easily start publishing items to Xero. Once an alert is triggered, no new alert will be sent for this client for another 7 days.
- Xero Match
This alert is sent daily and shows the Partner the total number of Xero match items that are waiting for review in the client inbox. The action takes the Partner straight to the inbox, allowing them to quickly publish all these items straight to Xero. Once triggered, this alert will not be triggered again for 7 days.
- Item message - available for Practice Platform users only
This alert is triggered when a client user responds to an item message sent by the Partner. The action takes the Partner to the message thread within the item, allowing them to reply there and then.
- Inbox age - available for Practice Platform users only
This alert can only be triggered when a client has submitted an item within the last 3 months, but the Partner has not published any items within the last 3 months. The action takes the Partner to the client inbox, immediately identifying which clients they need to prioritise.
- Outstanding workload
This alert is triggered when the ‘Outstanding workload’ metric in Practice Platform exceeds the threshold of 10 hours for a client. The action takes the Partner to the ‘Client overview’ page within ‘Bookkeeping Analysis’, so that they can easily focus on the clients that need the most attention. Once an alert is triggered, no new alert will be sent for this client for another 7 days.