Integrating ezyVet with Xero continued…
As with any other software, there are always bound to be shortcomings, and with any integration, there is bound to be data that doesn’t sync. Please reach out via our simple form if you have any questions.
POSSIBLE SYNCING ERRORS WITH EZYVET AND XERO SOFTWARE
These occur when a payment is taken in ezyVet but is not applied or allocated to an invoice. As a result, the invoice will sync to Xero, but the payment will not.
These occur when a client makes a payment before receiving services, and there is no invoice to associate with the payment. If the invoice is generated within the syncing period you have established upon set-up, syncing will not be impacted.
These occur when clients pay more than the total invoice amount. These are usually generated from estimated prepayments.
On the plus side, while shortcomings and syncing failures sometimes occur, there is always a solution to be found. The common denominator between items that fail to sync is transactions that are not fully applied, i.e., payments that are not fully allocated or overpayments. The easiest way to manage partial payments made and applied in ezyVet is to record them manually in Xero. This solution can be used for partial payments and overpayments when an invoice has been imported from ezyVet. However, the solution can be slightly more complex in the case of deposits or prepayments without an invoice.
EzyVet will not sync anything from a duplicate vendor. This safeguard means that your practice management software will not be cluttered, and your medical notes will all be in the same place under the correct pet. This is a huge help! Once you merge the contacts, the information will sync automatically.
Choosing the best practice management software is critical to the success of any veterinary clinic. While there are many factors to consider, we make a solid case for integration with accounting software, such as Xero being one of the most critical factors. Of course, no software is perfect, and there are likely to be hiccups and flaws with any option. However, choosing a PIMS with an accounting software integration will provide you with the benefit of automated data syncing and complete financial reporting, which will far exceed the occasional issues that arise.