Xero & Dentally Integration

Thanks ​@LarysaB for the feedback, I have shared this feedback with the product team!

Thank you, it would be really great if that could be done. For now we have had to remove the integration which is a real shame because the idea of it is extremely helpful & takes away some admin work from our Management team & accounts dept.

Thanks ​@LarysaB I’ll ensure that context is included in the feature request!

Hi ​@LarysaB 

I have fedback some previous notes to Dentally about the Xero integration. It was one of the many reasons we moved over from SOE. However we found the same issue as you and also it doesnt recognise multi site practices so we get one big invoice sent to us but with two seperate xero bank accounts so unfortunately doesnt work. 

We have been switched off for around 2 years now, but i know Dentally have it in their feedback to sort but I think they are working on bigger things at the moment. 

Same here - turned the Xero integration on but it just caused issues with either editing payments where mistakes were made or (more usually) a clinician has incorrectly charged a treatment to the wrong provider, and you have to go through the whole: unallocate invoice>delete invoice>uncomplete treatment>change provider>re-complete treatment rigmarol. I feel this issue would be better avoided if when selecting ‘charge’ on a treatment a pop-up box appeared to confirm or choose the provider of the treatment.

It also meant that if a patient paid by bank transfer, but it wasn’t picked up until the next day we couldn’t enter that payment for the previous day as it would be locked. 

We also quickly turned the integration off.