Overview
Secure - You can import your NHS payment statements, downloaded from Open Exeter, securely into GP+ for checking, matching and exporting directly into your Xero accounts.
Quick and Easy - GP+ checks the imported files for integrity. Once checked and verified, the matching process couldn't be easier. GP+ will display available accounts for you to match each transaction.
Once you have fully matched an imported statement, you can securely export the matched transactions into your Xero accounts with one click. GP+ will retain a log of the matched statement.
GP+ + Xero
GP+ connects with your Xero accounts in order to obtain some important data about your Xero company, including Company Name, Fiscal Year, Tax Rates and your Cart of Accounts. Matched statements are exported from GP+ to your Xero accounts as a Journal.
Getting started
Clicking the Sign-Up activation link in the email message you receive will take you to a screen where you will be required to enter further details about your practice.
Once you have saved these details, you will be prompted to ‘Connect to Xero’. In order to connect GP+ to your Xero company, you will need to log in using your normal Xero sign-in credentials.
Once you have connected to your desired Xero company, please ensure that you select a Default Bank Account from the Organisation Settings page. You will then be ready to import, match and export transactions.
