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Reviews & ratings
4 Reviews
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Claire Cable
I agree with all Marcus Wells comments. We went for a detailed integration - all our product groups in ezyVet have a Xero Chart of Accounts sales and COGS account allocated to them so we get really good information pulling through vs just a 'ezyVet sales' and 'ezyVet purchases' which means we can keep a close track on our income streams and costs/expenses. We used Colleen King (aboutbusiness) to do the Xero set up. She did an amazing job and even brought in all the opening balances from the GL for the 4 months prior to when we started using Xero so we will have a complete set of financial data in our first year using Xero. I also align customer balances in both systems monthly and keep a close check on records that have failed to sync and sort these out as they arise. I do think you need one person in the team dedicated to handling the Xero integration vs allowing multiple staff access. This limits the opportunity for any kind of muck up of financial information. It would be great if they could work out a more simple way to handle customer prepayments an refunds of account credits. Overall we are very happy with the Xero integration.
Fiona Bateman
Having started a business a little over 12 months ago, and not having any prior business/accounting knowledge, I find the integration between Ezyvet and Xero invaluable. Xero is easy to use and intuitive - pay runs, super and BAS are all very easy to run. If mistakes or inconsistencies come up, they are easily dealt with by our accountant who can log in remotely. Being cloud based is an added bonus for both products, as we work out of several locations. I have very few problems syncing records to Xero, though I agree that having accounts in credit and processing refunds can be a little tricky to deal with for the inexperienced. Overall, we are very happy with our Ezyvet/Xero integration. Fiona Bateman - Animal Dermatology Solutions
Marcus Wells
The ezyvet-xero integration is fantastic! Having recently switched to Xero at the behest of the accountant I am looking forward to the next end of financial year when they will have almost all of the information they require at their fingertips immediately. This ability to effortlessly (literally) integrate our daily input directly into xero has made business management a lot easier (particularly when combined with Xero's bank feed feature and ezyvet's integration with DPS eftpos client). The one limitation is xero's inability to handle credits and 'push' them to ezyvet, requiring a work-around involving the creation of a dummy invoice in ezyvet, which is then credited. I find it useful to keep an eye on what is failing to sync to Xero in the ezyvet integration area and addressing issues as they arise. I also reconcile totals for payments received between ezyvet and xero on a monthly basis (both software suits provide good reports for this) to ensure I'm not missing any payments in xero. So far we have had a few problems with cash refunds for credits or part refunds for products - I take the blame for these problems entirely! This auditing allows us to adjust operating procedures to avoid them in the future. The software world is a complex one with many products not meeting what can be unrealistic expectations. In this case the ezyvet team have done a fine job of making these 2 pieces of software integrate in a functional and largely invisible (seamless if i was to use a catch-phrase) way. My expectations have been well and truly exceeded! Marcus Wells vets@st.clair
Allan Probert
we have been using the ezyvet/xero integration. Having been xero users for several years; this was the next logical step for us. Overall it has been a big step forward albeit with abit of learning. The pros include automatic client updating; better records and effective accrural accounting giving better management reports. The con is not really a con ie. you need a staff member or accountant that is very au fait with xero or else garbage comes out! We also found that we had to be MUCH more accurate with our banking-not a bad thing really! I can only see an upside and continual improvement Allan Probert-wellington vet group
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