Configure general ledger accounts to operate with Xero
After you connect your organization's Xero account to ezyVet, Xero automatically syncs its general ledger accounts to ezyVet. But before ezyVet can sync payment records to Xero, a practice manager must configure the synced accounts to receive payments. The synced accounts to configure are the ones that ezyVet payment methods use.
Do a check of the applicable payment methods to know which general ledger accounts
to configure.
- Select Admin.
- In the settings list, select Financial.
- Select Financial Settings.
- Select GL.
-
Select the pencil button that is adjacent to the applicable account.
ExampleFor example, select the pencil button that is adjacent to Bank Default.ezyVet shows the settings of the account.
-
Make sure that Accepts Payments is set to
Yes.
- Select Save & Close.
- Select Save.ezyVet shows a confirmation message: