Step 2 - Setting Xero Codes in Pet Manager

In This Article

• Account Codes
• Stripe
• Payment Methods
• Extra Types
• Product Types
• Customer Types
• Area Types Tracking
• Location Tracking

After connecting Xero successfully, you will need to setup the Xero account codes for the various type of data in Pet Manager. Click on the Configure Accounts button to continue.

All your Xero accounts will be automatically populated into Pet Manager. If you add a new account into Xero and it is not appearing, please click the Resync Accounts button and the new accounts should be available.

If you receive an error that a Xero account has no code, log in to Xero and go to Chart of Accounts page, under Advanced > Accounting . Edit any accounts without a code and assign a unique one. Then return to Pet Manager and click Resync Accounts.

Xero Tracking Categories

Xero tracking options need to be created in Xero before connecting to Pet Manager. When you first connect, Pet Manager automatically imports any tracking options you are using. Changes made later in Xero will not sync automatically, so use Resync Tracking Options in Pet Manager whenever you need to pull through the latest tracking data.

Xero’s tracking function lets you segment your financial data so you can see how different parts of your business are performing. It works by applying tracking categories and tracking options to transactions, giving you a flexible way to analyse income and expenses beyond the standard chart of accounts. This makes it especially useful for businesses that want clearer insight into departments, locations, projects, or service lines.

For More Information about Xero Tracking, view their website - HERE

Account Codes

Here you can set the default account types for various items. Most of these will need to be sales codes, but Overpayments should be set to Accounts Receivable, and Purchase Order codes should be set to purchasing codes. 

The options available in each dropdown will depend on how your accounts have been configured in Xero

Once completed

TAX TYPES

The tax type applied to an invoice item in Xero is determined by the account code assigned to that item. Each account code in Xero has a default tax setting, and Xero automatically applies that tax setting whenever the item uses that code. The tax is not posted to a separate account code; it is handled through Xero’s built‑in tax reporting for your region.

Example: If your “Boarding Income” account code is set to a tax type such as Tax on Sales, then any invoice item using that account code will automatically apply that tax type. Xero then includes the tax portion in your country’s standard tax reports.

Stripe

If you have enabled the Stripe integration, you will need to set up the various Stripe accounts.

Please see the Stripe Setup Guides for more information about how your Stripe payments will be synced to Xero.

For More Information

On the Clearing Account view - How the Stripe Clearing Account in Xero Works

On setting up Stipe account codes view - Setting up Stripe Account Codes for Xero

Once completed

Payment Methods

Use this section to assigning the bank account to the relevant payment methods in Pet Manager.

Example

The payment methods that appear here are determined by how your system is configured under Settings > Invoices & Prices > Payment Methods.

For More Information

On setting up your payment methods view - Payment Method - Settings

Once completed

Extra Types

You can assign different sales codes to each of the extra types you’ve set up in Pet Manager. If you add new extra types in the future, you’ll need to return to this section and assign a Xero account to them so they sync correctly.

For More Information

On setting up extra types view - Extra Types - Settings

Once completed

Product Types

You can assign sales and purchase codes to each of the product types you’ve set up in Pet Manager when using the Retail addon or Packages. If you create new product types in the future, you’ll need to return to this section and assign the appropriate Xero accounts so they sync correctly.

For More Information

On creating product types view - Product Types

On setting up packages view - Packages - Settings

Once completed

Customer Types

This section will display the customer types that have been set up in your system.

If an invoice is linked to a customer who has a customer‑type account code set, then all invoice items will use that account code instead of the usual area type, extra type, product type, or adjustment code. Donations and surcharges are the only exceptions, they continue to use their own designated codes.

If you do not wish to override other account codes, these should be left blank.

For More Information

On adding customer types view - Customer Types

Once completed

Area Types Tracking

If you’ve set up tracking in your Xero account, the tracking categories you’ve created will appear in the dropdown menus inside Pet Manager so you can map them across.

Once completed

Location Tracking

For resorts operating across multiple locations on a Pet Manager multi‑site plan, each site is displayed in this mapping area together with any Xero tracking categories that have been configured

Once completed

Once you’ve finished matching your codes, select the button in the top‑right corner to proceed to the next stage of synchronising your contacts.

For More Information

On synchronising your contacts view - Step 3 - Syncing Contacts