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    ezyVet

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      Getting started

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      Financial controls

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      Xero

      • Xero, ezyVet, and payment information sync

      • Recommended maximum numbers for invoices and Xero

      • Recommended configuration of Xero to operate with ezyVet

      • General steps to configure ezyVet to operate with Xero

      • The Xero Management dashboard tab

      • Important information about contact records and Xero

      • Sync an ezyVet invoice record to Xero

      • Make a change to an invoice that you synced to Xero

      • General steps to use credit notes for deposits with Xero

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        Xero configuration

        • Configure product groups to use Xero general ledger accounts

        • Connect your Xero general ledger accounts to ezyVet

        • Configure general ledger accounts to operate with Xero

        • Configuration of Xero's chart of accounts

        • Configure a payment method to use a Xero general ledger account

        • Connect your organization's Xero account to ezyVet

        • Configure Xero to operate with ezyVet departments

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        Xero troubleshooting

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      Insurance

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      Release notes

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      Glossary

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    Vello

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Xero

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Xero configuration

Before your organization can use Xero with ezyVet, a practice manager must do the necessary configuration.

  • Configure product groups to use Xero general ledger accounts
  • Connect your Xero general ledger accounts to ezyVet
  • Configure general ledger accounts to operate with Xero
  • Configuration of Xero's chart of accounts
  • Configure a payment method to use a Xero general ledger account
  • Connect your organization's Xero account to ezyVet
  • Configure Xero to operate with ezyVet departments
Parent topic: Xero
Related concepts
  • Recommended maximum numbers for invoices and Xero
  • Recommended configuration of Xero to operate with ezyVet
  • General steps to configure ezyVet to operate with Xero
  • The Xero Management dashboard tab
  • Important information about contact records and Xero
  • General steps to use credit notes for deposits with Xero
Related tasks
  • Sync an ezyVet invoice record to Xero
  • Make a change to an invoice that you synced to Xero
Related information
  • Xero troubleshooting
  • Xero, ezyVet, and payment information sync

ezyVet
Practice manager

Last updated: October 31, 2024

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Related Articles:

  • Xero
  • Xero, ezyVet, and payment information sync
  • Recommended maximum numbers for invoices and Xero
  • Recommended configuration of Xero to operate with ezyVet
  • General steps to configure ezyVet to operate with Xero
  • The Xero Management dashboard tab
  • Important information about contact records and Xero
  • Sync an ezyVet invoice record to Xero
  • Make a change to an invoice that you synced to Xero
  • General steps to use credit notes for deposits with Xero
  • Xero troubleshooting
  • Configure product groups to use Xero general ledger accounts
  • Connect your Xero general ledger accounts to ezyVet
  • Configure general ledger accounts to operate with Xero
  • Configuration of Xero's chart of accounts
  • Configure a payment method to use a Xero general ledger account
  • Connect your organization's Xero account to ezyVet
  • Configure Xero to operate with ezyVet departments

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