Xero is a powerful web-based accounting software that offers a range of features to help businesses, including law firms, effectively manage their finances. Integrating Xero with Lawcus allows you to streamline your bookkeeping tasks, such as invoice and payroll management, bill payment, and expense analytics.
Prerequisites: Before you begin, ensure you have an existing Xero account with a valid subscription. You will need your Xero login credentials to complete the integration process.
Follow the steps below to set up Xero integration with Lawcus:
Click on the avatar icon located in the top right corner of the Lawcus, and select "Settings."
Navigate to and expand "Apps & Integrations" and click on Xero.
Click on the "Enable" button to initiate the integration process.
Enter your Xero account credentials and click on Login.
Note: This step will be automatically skipped if you are already logged into your Xero account in another browser tab.
Click on the "Allow Access" button to authorize the connection between Lawcus and Xero.
To ensure seamless synchronization between Lawcus and Xero, you need to map your accounts. This step allows the data to flow accurately between the two platforms.
Once you have completed the above steps, your Xero integration with Lawcus is now set up. You can start leveraging the power of Xero's accounting features within Lawcus to manage your finances more efficiently.
Note: Note that the Lawcus and Xero integration does not allow inline taxes and secondary tax. It allows only the primary tax.
Further, it is to be noted that tax mapping is removed now, and we use tax from the Xero account.
If you encounter any issues during the setup process or require further assistance, please reach out to our support team for help.