View Data between Pet Manager and Xero

There are several places where you can view the information that has been synced to Xero from Pet Manager.  If you look for the xero icons and xero columns in reports you will see the little magnifying glass.

By clicking that you can link directly to the corresponding record in Xero.

View Customers

When you are viewing a customer, the panel on the left-hand side gives contact details for the customer and if you have the Xero addon enabled, you will also see a status for Xero sync and see the little magnifying glass to link over to the corresponding record in Xero.

When you Click the magnifying glass, you will see contact details (after logging in) and financial information in Xero for this customer. 

Viewing Invoices

When you are on a screen that displays invoices - for example on the invoices tab of a booking, you will see a new column for Xero. It displays a status of whether the data has been synced.

When an item is queued to sync you will see the status of pending.

Once the item - e.g. invoice has been synced, it will show with a status of modified.

When viewing an invoice, you can select View on Xero from the dropdown next to Email. Clicking this link will take you directly to the invoice as it appears in Xero.

You can also select View on Xero from the dropdown next to the view button when viewing all invoices on a customer or booking. 

In Xero you will see an invoice detail page similar to below.

There is also a link back to the invoice in Pet Manager - your link will be labelled Go to Pet Manager. This allows you to navigate through Xero and find relevant transaction then go back to Pet Manager to make changes if required. 

Viewing Payments

You can view payments using the same process as invoices - click the View on Xero link from within the dropdown next to the view button when viewing payments on a customer or booking. 

This will take you directly to the payment in Xero.

Viewing Credit Notes, Overpayments, Allocations

You can view credit notes, overpayments and allocations using the same process as invoices - click the View on Xero link from within the dropdown next to the view button when viewing credit notes etc. on a customer or booking. 

This will take you directly to the relevant record in Xero.