What are the main benefits of integrating Lawsyst with Xero?
Lawsyst's Xero integration allows automatic two-way synchronisation between the two systems, ensuring that changes made in one platform are reflected in the other. This means that finances can be tracked in real time and that firms can create more accurate financial reports.
How do I connect Lawsyst with my Xero account?
You can connect Lawsyst with Xero by navigating to the Integrations section in Lawsyst, selecting Xero, and following the authentication process to link both platforms securely.
Can I manage my firm’s trust accounting through the integration?
Yes, Lawsyst’s Xero integration supports trust accounting, helping law firms comply with industry regulations by properly tracking trust funds.
Will my existing financial data be affected when I integrate Lawsyst with Xero?
No, integrating Lawsyst with Xero does not alter your existing financial data. Instead, it enhances financial management by providing an up-to-date overview of your firm's finances.
How frequently is data updated between Lawsyst and Xero?
Data synchronisation occurs in real time or at scheduled intervals, depending on your settings.
Can I generate financial reports using the integrated system?
Yes, you can generate financial reports through Xero while ensuring that all case-related financial data from Lawsyst is accurately reflected.
Is my financial data secure with this integration?
Lawsyst and Xero use secure APIs and encryption methods to ensure that all financial data is protected against unauthorised access.
Can I disconnect Lawsyst from Xero if required?
Yes, you can disconnect the integration at any time through Lawsyst's settings. Your historical financial data will remain intact in both systems.
Does the integration support multi-currency transactions?
Yes, if your Xero account supports multiple currencies, Lawsyst can sync multi-currency transactions accordingly.
What should I do if my invoices aren’t syncing properly?
Check your integration settings, ensure the client and matter IDs match in both systems, and verify that Xero is properly linked. If issues persist, please get in touch with our technical support team.
What should I do if I encounter technical issues with the integration?
If you experience a technical issue, contact us at your earliest convenience. Our support team is always on hand to answer your queries and provide workable solutions to any problems that may arise.