The xero integration is great and we were so relieved that this was a feature on Dentally, however since turning the xero integration on, we have since learnt it has some flaws.
Payments can’t be amended - This is not realistic & as much as we’d like to ensure payments are added onto the patient’s account correctly, this is not always possible. Not being able to amend payments once they’ve been entered creates a huge issue.
Daily automation - my suggestion is for there to be a delay with the uploading of the data from Dentally to Xero (even 48 hours). This will allow enough time for any amendments to be made & in order to ensure the accounts are correct.
Question
Xero & Dentally Integration
+2- Enthusiast
+10- Community Manager
Thanks
+2- Enthusiast
Thanks
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.
+10- Community Manager
Thanks
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.