Coreplus and Xero Bookkeeping for Clinics
Coreplus sends your invoices and payments to Xero. We make sure the sync is set up the right way and reconcile it every week.
Fixed monthly packages from $300/month.
Book a Free 15 Minute Call Call (02) 4003 5112How Coreplus and Xero work together
- Coreplus sends invoices and payments to Xero, one way
- Changes made in Xero don't flow back to Coreplus
- Payments go to your bank account or a receivables clearing account
- We run it with the integration on or off, whichever suits your clinic
Where Coreplus and Xero get out of step
The integration does a lot of the work, but it still needs checking to keep your numbers right.
Choosing the right sync method
Coreplus offers a basic and an advanced sync method, and the choice should be made before the integration is turned on.
One-way sync
Fixes made only in Xero don't update Coreplus, so corrections need to happen in the right place.
Clearing accounts
With the advanced method, payments sit in a receivables account until bank deposits are allocated against them.
Batch settlements
Card and health fund deposits need matching to many individual payments.
Two ways to run Coreplus with Xero
We look at how your team uses Coreplus and recommend the approach that keeps your numbers most reliable.
Integration on
Coreplus sends your invoices and payments to Xero and we reconcile them every week. This works well when your team rarely changes invoices or payments after the fact.
Integration off
We code income from your bank deposits each week, then post month-end journals from your Coreplus reports for receivables, GST and income by practitioner or service. Changes your team makes in Coreplus can't disturb Xero or a lodged BAS.
What we do for Coreplus clinics
The right setup
We look at how your team uses Coreplus and set up Xero with the integration on or off, whichever keeps your numbers reliable.
Weekly reconciliation
Every deposit coded or matched in Xero each week, including health fund, card and plan manager payments.
Month-end tie out
Each month we check Xero against your Coreplus reports and post the journals needed for receivables, GST and income splits.
Bookkeeping packages for Coreplus clinics
From $300 /month
Fixed monthly pricing agreed up front, based on your transaction volume and pay runs. No hourly bills, no surprises.
Get Your Fixed PriceCommon questions
How does Coreplus connect to Xero?
Coreplus sends invoices and payments to Xero in one direction. We help you choose the sync method that suits your clinic, then reconcile it to your bank every week.
Which Coreplus sync method should I use?
It depends on how your payments arrive. The advanced method gives more control over batch deposits. We'll look at your setup and talk it through with you and your accountant.
Should the Coreplus integration be on or off?
It depends on how your team uses Coreplus. If invoices and payments are rarely changed after the fact, the integration can work well and we reconcile it weekly. If they are, we turn it off, code income from your bank deposits and post month-end journals instead. We recommend the right approach after looking at your setup.
How much does it cost?
Fixed monthly packages start from $300/month, based on your transaction volume and pay runs. We give you an exact price on a free 15 minute call.
Do I need to change practice software?
No. We work with Coreplus as it is and focus on keeping it and Xero in line.
Are my services GST-free?
Many allied health services are GST-free, but not all. Products, classes and some professions are taxable. We check the treatment of each income line so your BAS is right.
Other practice software we work with
Rated 5.0 on Google
Every review from our clients on Google is five stars. Here's what some of them say.
"Nathan has honestly made my life 110% easier. Stream Accounting is diligent, efficient and have helped to recognise issues I had not noticed in the past. Nathan is always available to assist with any bookkeeping/accounting issues as they arise! Thanks for being so easy to work with and taking a huge mental load off me and my business!"
"Nathan from Stream Accounting has been great for my Allied Health practice. I highly recommend him."
"The team at Stream Accounting have made a massive difference to our business! Always willing to go above and beyond. I keep learning better ways to do things. Efficient & always reliable."
"It has been a real pleasure so far. Thank you!"
"I've loved the team at Stream, they have been great to work with, making everything simplified and stress free. Would highly recommend them to others looking for accounting assistance."
"Since having Nathan on as my bookkeeper he has now become apart of my team and helps me out constantly, any time of the day he is always there with a email or phone call."
"I am your typical tradie that isn't great with my books. Nathan takes all my worries away from anything book keeping related, so I can focus on what I do best for my business and that's being on site making money."
"I engaged Nathan from Stream Accounting for book-keeping consulting for my business. He took the time to set everything help and taught me how to effectively use the system. Made life very simple. Highly recommend if you are looking for a personal approach."
"Very helpful, patient and reliable and is happy to guide you through any difficulties you face through that."
Experienced, systemised, and personally accountable
I'm Nathan, a Newcastle local with a finance degree from the University of Newcastle. I spent four years at a Newcastle chartered accounting firm, and it gave me a strong grounding in tax, compliance and how small businesses really run. Along the way I noticed many owners wanted more regular support with their numbers during the year, not just at tax time. So in 2015 I became a Registered BAS Agent and started Stream, to give small business owners the kind of accounts team usually reserved for big business.
Today your books are handled by our bookkeeping team, who follow the same documented process for every client, and I oversee the quality of the work. Matching Medicare, NDIS and health fund payments was taking our team 40+ hours a month, so I co-founded Remittance Go to automate it. Our clients get the benefit.
Since 2015 we've helped hundreds of business owners, and today most of our clients are allied health practices.
- Registered BAS Agent
- Xero Silver Champion Partner
- Since 2015
- Rated 5.0 by clients
Ready to free your time and get on top of your numbers?
Book a free 15 minute call and get a fixed monthly price for your bookkeeping, payroll and BAS.
Book a Free 15 Minute Call Call (02) 4003 5112