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Configure Xero to operate with ezyVet departments

If your organization uses ezyVet departments, a practice manager must configure a Xero division for each department. The divisions are necessary for Xero to operate correctly with the departments.

To configure Xero divisions, do this procedure.
Note: This procedure is not necessary if your organization does not use ezyVet departments.
  1. Sign in to Xero.
  2. Select Accounting.
    The Accounting tab
    Xero shows more settings.
  3. Select Advanced.
    The Advanced button
    Xero shows the Advanced accounting screen.
  4. Select Tracking categories.
    The Tracking categories button
    Xero shows the Tracking categories screen.
  5. Select Add Tracking Category.
    The Add Tracking Category button
    Xero shows the tracking category settings:
    The tracking category settings
  6. In the Tracking category name box, enter Division.
    The Tracking category name box
  7. In each Category options box, enter the name of each department.
    The Category options section
    Important: Make sure that each name that you enter is the same as the name of the ezyVet department. If the names between Xero and ezyVet are different, Xero will not operate with ezyVet correctly.
  8. Select Save.
    The Save button
Xero has the correct configuration.