Smarter Accounting Workflows with Xero: New Ways to Save Time and Reduce Manual Work
At Actionstep, we’re always looking for ways to make your firm’s day-to-day work simpler, faster, and more connected. Our latest Xero integration enhancements do just that—eliminating double entry, reducing errors, and giving your accounts team more time to focus on what really matters.
These enhancements make it easier than ever to keep Actionstep and Xero automatically and effortlessly in sync.
Automatic Firm Transactions: Withdrawals and Deposits Now Push to Xero
Manually entering firm withdrawals and deposits in both Actionstep and Xero is a thing of the past. Now, these transactions are pushed automatically between systems—no extra work is required.
When you create, edit, or delete a firm withdrawal or deposit in Actionstep, the matching transaction in Xero updates instantly. The result? Fewer errors, no double entry, and smoother reconciliation for your accounts team.
Flexible Financial Management: Edit Invoices Without Unlinking from Xero
We’ve streamlined how financial records sync between Actionstep and Xero. You can now adjust items—such as moving them back to draft or deleting them—directly in Actionstep without first unlinking them from Xero.
This enhancement removes extra steps and reduces the need to jump between systems. When changes are made, Actionstep automatically updates Xero by voiding or replacing the corresponding record. Your billing processes stay clean, simple, and fully aligned.
Eliminating unlinking isn’t just convenient—it gives firms back 50 hours of productivity each month.
Enhanced Data Syncing: Keep Client, Matter, and Payment Details Aligned
Our newest update expands the integration to include more data syncing between Actionstep and Xero—covering invoices, payments, and related client or matter details.
With live or near-live syncing, both systems stay aligned automatically after any updates, changes, or deletions. That means fewer discrepancies, more accurate records, and less time spent reconciling information manually.
Why These Enhancements Matter
Together, these updates make the Actionstep and Xero integration more seamless than ever. You’ll experience:
- Less manual data entry and fewer opportunities for errors
- Simplified workflows for invoicing and reconciliation
- Consistent, reliable financial data across both systems
Available Now
These enhancements are live and working automatically in the background—no setup needed. If you’d like to learn more about how these changes visit our Knowledge Base for detailed guides and setup tips.
