After ezyVet customer support enables the Xero module, the Dashboardprimary tab shows the Xero Managementdashboard tab. Use the Xero Management dashboard tab to show and make changes to the records that ezyVet syncs to Xero (for example, invoice records).
Figure 1. The Xero Management dashboard tab
The record types that the Xero Management dashboard tab shows include:
To show different record types, use the Record Type setting:
Record filters of the Xero Management dashboard tab
The Xero Management dashboard tab has many filters that you can use to show different types of information. For example, use the filters to show:
Records of a date range that you synced to Xero
Different record types that you synced to Xero
Figure 2. Record filters
The filters include a Sync Status section. The section shows a setting for each sync status that a record could have. Thus, you can use each setting as a filter to show records that have the have related sync status.
This table shows each setting of the Sync Status section and its function:
Setting
Function
Not Ready
Select Not Ready to show all records that are not prepared to sync to Xero.
Ready to Sync
Select Ready to Sync to show all records that are prepared to sync to Xero.
Synced
Select Synced to show all records that are synced to Xero.
Reconciled
Select Reconciled to show all records that:
You did not sync to Xero
You identified as reconciled
Failed
Select Failed to show all records that ezyVet could not sync to Xero.
Retrying
Select Retrying to show all records that you prepared to sync to Xero again.
Do Not Sync
Select Do Not Sync to show all records that you do not want to sync to Xero.
Each record that you use the filters to show includes this information:
The record type
The client contact record that is related to the record
The date that you made the record
The total dollar value of the record
The dollar quantity of the record that the client did not pay
The value of a payment that you made in Xero
The difference between the Amount column and the Xero Amount column
The sync status of the record
The Xero status of the record
Applicable error messages
If a staff member made the record in ezyVet or Xero
The date and time that a staff member made changes to the record
The name of the staff member that made changes to record
Figure 3. Record examples
Tip: If you double-click a record, ezyVet shows the record in a new record tab.
Buttons that you can use to sync information with Xero
Each record that the Xero Management dashboard tab shows could show one or more buttons:
The table that follows shows each button and its function:
Button
Function
The Sync button
Select the Sync button to sync the applicable record to Xero.
The Check changes from Xero button
Select the Check changes from Xero button to sync changes that you made to the record in Xero to ezyVet.
The View in Xero button
Select the View in Xero button to open the applicable record in Xero.
Troubleshooting with the Xero Management dashboard tab
If ezyVet cannot sync a record to Xero, the Xero Management dashboard tab shows an error message. And if you hover over the applicable record, ezyVet shows a pop-up window with information that includes:
The status of the record
The error message
Figure 4. Pop-up window example The pop-up window helps you to quickly and easily read important information about why ezyVet could not sync the record to Xero.
Note: If Xero or ezyVet has a sync problem, the Xero Management dashboard tab shows a red color:
