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ezyVet

Xero

Xero configuration

Configure product groups to use Xero general ledger accounts

Vello

ezyVet Scan

ezyVet Go

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ezyVet Data Lake

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Pilot features

Before ezyVet can sync product records to Xero, a practice manager configures each applicable product group to use Xero's general ledger accounts.

Make sure that a practice manager:

Make sure that ezyVet has the applicable product groups
Make sure that you connected your organization's Xero account to ezyVet
Make sure that you connect your organization's Xero general ledger accounts to ezyVet

To configure the product groups, do this procedure.

Select Admin.
In the settings list, select Products.
Select Product Groups.
The left sidebar shows the configured product groups of your site.
Select the applicable product group.
ezyVet shows the Product Group Details screen.
In the Default Purchase Account box, select the applicable general ledger account.
In the Default Sales Account box, select the applicable general ledger account.
In the Default Inventory Account box, select the applicable general ledger account.
Select Save.
ezyVet shows a confirmation message:
Do steps 4 thru 8 for all applicable product groups.