Why does my chart of accounts look different?

Surgical Partners Accounting Codes, Names and uses explained.

It is essential that when your Surgical Partners Account entries are set up, they are NEVER renamed or changed in Xero, otherwise the integration will break.

Acct Code	Account Name	Type	Tax Code	Description
GENERAL
AR	Accounts Receivable	Current Asset	BAS Excluded	A mirror image of your Practice Management Systems debtors/arrears
DIPAY	Doctor Distribution Payable	Current Liability	BAS Excluded	Holds the consolidated disbursements owing to the Doctor for the pay period.
SERVFEE	Service Fee Account	Revenue	GST on Income	One service fee account per clinic or per practitioner
PAO	Practice Billings Account	Revenue	GST Free Income	Billings from the non-practitioner account e.g Vaccines
PRO	Practice Revenue Override	Revenue	GST Free Income	Practice Billing item codes accidentally billed under practitioner's name. e.g. Vaccines
ROU	Rounding Account	Current Liability	BAS Excluded	For rounding of Doctor disbursement calculations
WRITEOFF	Write-off Account	Expense	GST on Expenses	For invoices written-off
CONTRACTOR
DR#	Name # Billings Account	Current Liability	BAS Excluded	One account per contractor. # = sequential numbering i.e. 01, 02, 03 etc.
CL-DR#	Name # Disb Clearing Account	Current Liability	BAS Excluded	One account per contractor. # = sequential numbering i.e. 01, 02, 03 etc.
EMPLOYEE
DR#	Name # Billings Account	Revenue	GST Free Income	One account per employee. # = sequential numbering i.e. 01, 02, 03 etc.

Our accounting entries are designed to reflect the relationship between the medical practice and the individual contractor. Service fees are the revenue the medical practice generates from their dealings with a contractor doctor.

This article assumes you already have the following knowledge:

Xero user knowledge including chart of accounts, reconciling, bank statements

If you do not already have these skills, please refer to:

Xero Central Learning