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.
Sometimes you may receive an error that one of your accounts in Xero doesn’t have a code. To fix this, login to your Xero account and go to the Chart of Accounts, under Advanced in the Accounting menu.
Find any of your accounts without a code, and press Edit, then enter a unique code for each one. After this, you can go back to Pet Manager and click the Resync Accounts button.
Account Codes
Here you can set the default account types for various line items. Most of these will need to be sales codes, but Overpayments should be set to Accounts Receivable, and Purchase Order codes should be purchasing codes.
Remember to press the green Save button after setting your account codes.
Stripe
If you have enabled the Stripe integration, you will need to set the various Stripe accounts.
Please see the Stripe Setup Guide for more information about how your Stripe payments will be synced to Xero.
Payment Methods
This section is for assigning the bank account to the relevant payment methods in Pet Manager.
Extra Types
You can assign different sales codes to each of the extra types used in Pet Manager. If you add new extra types in the future, you will need to come back here and set a Xero account for them to sync correctly.
Product Types
If you are using our Retail addon or packages, you may also need to set sales and purchase codes for your different product types. If you add new product types in the future, you will need to come back here and set Xero accounts for them to sync correctly.
After setting up your accounts, you are now ready to start syncing contacts and data. Please see the next guide for details.
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