Recommended configuration of Xero to operate with ezyVet
To get the best results and accurate records from ezyVet and Xero, use the recommendation configuration for Xero.
This table shows the general steps for the recommended Xero
configuration:
| Step | Task | Documentation |
|---|---|---|
| 1 | Add your organization's information to Xero (for example, the name of your organization). | Add your organization details (Xero documentation) |
| 2 | Add your organization’s:
|
Add a bank account or credit card account (Xero documentation) |
| 3 | Configure your bank feeds. | Bank feeds (Xero documentation) |
| 4 | Configure your chart of accounts. | Configuration of Xero's chart of accounts. |
| 5 | Make general ledger accounts for:
Note: The general ledger accounts are
necessary for the correct operation of Xero with ezyVet. |
Add, edit or delete an account (Xero documentation) |