Cimplico Sync allows practices to replicate invoices into satellite Xero files (separate legal entities) to split out revenue relating to separate parts of the business (e.g. locations or divisions).

The Xero file set up for the 'consolidated' group is the file Ignition and XPM sync with.

Cimplico Sync replicates the invoices and contacts that are generated in Xero so the correct branding themes (ie ABN, Bank Account & logo) can be used. This allows practices to allocate invoices to different divisions/entities in Xero correctly, while maintaining a single client database and a single subscription to XPM and Ignition.

Cimplico Sync uses Xero Tracking Categories to know where to replicate each invoice. You'll need a tracking category for "Entity", with an option for each entity file. Tracking categories are the critical part of this process, so make sure the Entity option is set on each client, or on the services you bill for each entity, before you start.

Note: Xero Tracking Categories are available on Pro plans and above, with Xero connected.

Every invoice needs to have a specific branding theme relating to the Xero file it’s being synced to, so you’ll need to manually send the invoices to the clients from the satellite (entity) files as this ensures the correct ABN, Bank Account & logo are used.

This can be actioned daily/weekly/monthly depending on the size and billing frequency of your practice.

It’s best practice to have synced invoices sent from the individual satellite files. This ensures the correct branding theme is used every time.

For one section of the practice (e.g. Tax and Compliance) you could have the invoice sent from the group file and this would allow you to use the Invoice Notification via Ignition. Cimplico Sync will still sync the invoice to the relevant entity for you.

Ignition can connect to 2 tracking categories in Xero. Cimplico Sync requires one to be used for "Entities” which is used to sync the relevant invoices into the correct satellite file.

Depending on your setup, you may use the second tracking category for Division, Partner, or something else but the second tracking category needs to exist in the Satellite (entity) files as well.

The payment collection process is the same. However, the invoice reconciliation process requires a manual step.

Ignition will deposit the disbursal into the group bank account and this will be coded to the Ignition clearing account using a Xero Bank Rule. Cimplico Sync will sync this payment into the Satellite files.
​
The fees belonging to each entity will then need to be split and transferred to the relevant entity bank accounts. You can easily identify this by running an Account Transactions report in Xero, grouped by Entity.

As XPM and Ignition sync to the Group Xero file, the link between Ignition → Xero → XPM is unchanged from the standard process.

Set the Entity tracking category on each service instead of on the client. Ignition applies tracking line by line, so each service's invoice lines carry the Entity set on that service. To set tracking on services in your library or on a proposal, see How To Use Xero Tracking Categories.

To make sure each invoice syncs to the right satellite file, put services for different entities on separate proposals. If you need services for different entities on the same proposal, contact Cimplico Sync support to check whether your setup can handle it.

Note: Agreed services without their own Entity option use the service library default before the client's. Adding an Entity default to a library service can change which satellite file future invoices sync to for existing clients.

Yes, you would want to have one branding theme that covers both payment scenarios:

Connect the branding theme from your main entity. Then turn off invoice notifications, either altogether or for any clients billed by a different entity.

For support and troubleshooting queries relating to Cimplico Sync please reach out to support@cimplico.com