Connect Xero Practice Manager

You connect Xero Practice Manager for one workspace. FreeAML stores the Xero refresh token on the server. You do not see it again.

This connection uses Xero sign-in. It stays turned off until FreeAML has a Xero app and Xero has approved Practice Manager use. Xero asks you to write to api@support.xero.com and complete their security self-assessment before the API can be used. The public API is [Practice Manager 3.1](https://developer.xero.com/documentation/api/practice-manager-3-1/overview-practice-manager).

Connect the workspace

1. 1

   Sign in.

2. 2

   Open Integrations.

3. 3

   Under Xero Practice Manager, select Connect with Xero.

4. 4

   Sign in on Xero’s page and approve Practice Manager access.

5. 5

   You return to Integrations. The label is the practice name Xero returned.

Send a check

1. 1

   Search a client by name.

2. 2

   Enter your client’s email and a reference. You do not enter their identity details. If the client record has an email, it is filled in and you can change it.

3. 3

   Choose a service charge of $0, $25, $50, or $100. That amount is for this verification only.

4. 4

   Select Create verification. Your client pays. An individual check is $20. A company, trust, or SMSF check is $40. Your client chooses which one on the link and enters their own details.

5. 5

   The service charge, when you add one, is paid to this workspace.

Practice Manager can return notes that are already on a client. It does not publish a way to add a client note. FreeAML writes the status to a client custom field named FreeAML status. If that field is missing, FreeAML adds a client custom field with that name. The same status is written once. FreeAML checks for a completed check on a schedule.