Overview
Cimplico Sync solves the problem of multi-entity / multi-disciplinary firms who wish to maintain a centralised contact database for invoice entry with invoices posting to the appropriate separate Xero organisation. This app is particularly suited to accounting and professional service firms who use Xero Practice Manager and maintain separate legal entities for their professional work.
Cimplico Sync + Xero
When an invoice is created or updated in your consolidated ‘Group’ Xero file (or via XPM) and assigned to a ‘Satellite’ (a separate legal entity), Cimplico Sync will automatically sync this to the appropriate ‘Satellite’ Xero file. Cimplico Sync will not only create or update an Invoice, but also the other information used on an invoice, such as: Contacts, Payments, Credit Notes, and Accounts. Prepayments and Overpayments will be coming soon!
We also provide you with a helpful events dashboard to search, sort, and filter through your synced invoices in real-time, with the ability to open specific invoices directly in both the ‘Group’ and ‘Satellite’ Xero files.
Getting started
To ensure you have a seamless setup experience and follow our invoicing/billing best practices, we recommend utilising FGS Advisory to help you get set up.
If you’d like to proceed with a self-implementation, we’ve documented the steps necessary in the following two articles:
