General steps to configure ezyVet to operate with Xero
It is important to know the general steps to configure ezyVet to operate with Xero.
Note: Before you can configure ezyVet to operate with Xero module, an ezyVet Implementation staff member must activate the Xero module. As a result, ezyVet shows the Xero settings that a practice manager can use for configuration. A practice manager cannot activate the Xero module.
This table gives each general step and the related documentation:
| Step | Task | Documentation |
|---|---|---|
| 1 | An ezyVet Implementation staff member activates the Xero module. | Not applicable. |
| 2 | A practice manager configures Xero. | Recommended configuration of Xero to operate with ezyVet |
| 3 | A practice manager connects their organization's Xero account to ezyVet. | Connect your organization's Xero account to ezyVet |
| 4 | A practice manager connects their organization's Xero general ledger accounts to ezyVet. | Connect your Xero general ledger accounts to ezyVet |
| 5 | A practice manager configures product groups to use Xero general ledger accounts. | Configure product groups to use Xero general ledger accounts |
| 6 | A practice manager makes sure that the general ledger accounts that Xero synced to ezyVet have the correct configuration. | Configure general ledger accounts to operate with Xero |
| 7 | A practice manager configures applicable payment methods to operate with Xero. | Configure a payment method to use a Xero general ledger account |
| 8 | Staff members sync invoice records to Xero. | Sync an ezyVet invoice record to Xero |