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      Xero

      • Xero configuration

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Xero configuration

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Connect your Xero general ledger accounts to ezyVet

To have accurate financial records, you must connect your Xero general ledger accounts to ezyVet.

  • Make sure that you connected your organization's Xero account to ezyVet
  • Open the Xero Setup Wizard dialog box in ezyVet
To connect the accounts, do this procedure.
Note: At the end of this procedure, the Xero Setup Wizard dialog box shows the Payment Methods section. Do not use the Payment Methods section. The Payment Methods section does not have a function.
  1. In the Xero Setup Wizard dialog box, select the green arrow.
    The green arrow
    ezyVet shows the Ledger Accounts screen.
  2. Select Import Ledger Accounts From Xero.
    The Import Ledger Accounts From Xero button
    ezyVet syncs your ledger accounts from Xero. And ezyVet shows the Details section. The Details section shows financial settings.
  3. In the Account Payable box, select the equivalent Xero account.
    The Account Payable box
  4. In the Accounts Receivable box, select the equivalent Xero account.
    The Accounts Receivable box
  5. In the Sales box, select the equivalent Xero account.
    The Sales box
  6. In the Purchases box, select the equivalent Xero account.
    The Purchases box
  7. In the GST box, select the equivalent Xero account.
    The GST box
  8. In the Rounding on Purchases box, select the equivalent Xero account.
    The Rounding on Purchases box
  9. In the Rounding on Sales box, select the equivalent Xero account.
    The Rounding on Sales box
  10. In the Freight on Purchases box, select the applicable Xero account.
    The Freight on Purchases box
  11. In the Freight on Sales box, select the applicable Xero account.
    The Freight on Sales box
  12. In the Inventory box, select the applicable Xero account.
    The Inventory box
  13. Select Set undefined accounts with defaults.
    The Set undefined accounts with defaults button
  14. Select the close button.

    The close button
    ezyVet closes the Xero Setup Wizard dialog box.
The general ledger accounts are connected to ezyVet.
You must configure product groups to use Xero general ledger accounts.
Parent topic: Xero configuration
Related concepts
  • Configuration of Xero's chart of accounts
Related tasks
  • Configure product groups to use Xero general ledger accounts
  • Configure general ledger accounts to operate with Xero
  • 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
Procedure
ezyVet
Practice manager

Last updated: May 14, 2024

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Related Articles:

  • Xero configuration
  • Configure product groups to use Xero general ledger accounts
  • 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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