Xero — accounting integration
Connection
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Financial year
The month your practice financial year starts — used for targets and year-to-date figures. Most UK practices run April–March. (NHS UDA/UOA years always run April–March and are unaffected by this.)
Associate pay (% of production)
Each fee-earner's share of their own production — used for practitioner contribution / P&L. Leave blank if not an associate.
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Dentally — practice data connection
Access token
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If your data stops refreshing, it's almost always because your Dentally access token was regenerated in Dentally.
Create a new Personal Access Token in Dentally (Settings → Personal Access Tokens) with
every read permission ticked — and Other → Treatments, which isn't
labelled "read" like the rest and is easily missed. Paste it below and we'll check it can read your data before saving.
Your roles
The roles for this practice. Add one to make it available as a target column and in the dropdowns below; remove one you no longer use (practitioners keep their current assignment).
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Assign practitioners
Give each practitioner their role. Actuals group by this, and each is judged against their role's target.
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Set a target per metric for the Practice and each role. Blank = no target (uncoloured). Copy is only available onto a completely blank year.
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The tolerance band per metric — how far from target still counts as on-track (percentage points for % metrics; relative % for counts / £).
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The monthly membership fee for each plan, over time — add a row for each fee change (a fee applies from its date until the next one). Make the earliest date early enough to cover historical months. Pick one plan as the default — it values lapsed members whose original plan Dentally no longer records. Leave a plan with no rate to exclude it.
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Subscribe your active staff to Analytically — pick each person's package. Clinician scopes them to their own data (deduced from their record). Your own row is locked to Full.
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Billing console — Analytically staff only
Acts on the practice selected in the header. Nothing here charges a card:
raising an invoice creates a draft, and finalising it — the act
that takes the money — stays in the Stripe dashboard. Issuing a credit note
does refund money.
Lines
Click a line to drop it from this month's invoice or charge a different amount. A reason is required — it is the only record of why.
Actions
Partners
Who introduced this practice
Pick a partner already set up above. A rate here is an override for this
practice only — leave it blank to use their standard rate.
Commission applies from the next invoice run. Months already
generated keep the commission they were raised with, so assigning a partner
never pays anyone for billing that happened before they introduced anyone.
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Payment method. Analytically is billed monthly in arrears to the card on file.
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Your monthly bill for Analytically. Each line is a subscribed user for that month; the first part-month at sign-up is pro-rated, and free / trial months show nothing to pay. Amounts shown include VAT at 20%.
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