Xero Intergration specifically GST issues

Hi ​@AmyLitz 👋

It sounds like the issue is coming from how GST is set up in Dentally rather than the Xero side. Dentally will only push the correct GST through if each treatment has the right tax rate assigned (e.g. GST on Income vs GST Free). You can check this in Settings → Treatments. Also make sure GST is enabled in Practice settings and your ABN is entered under Sites.

Xero will then respect the tax code attached to each line, so a daily invoice can include both GST-free and GST-able items without applying GST to the whole total. If you’re seeing GST applied across the board, it usually means one or more treatments don’t yet have the right tax code set up in Dentally. Hope this helps! 

I have checked and all the settings are correct in both Dentally and Xero but still no luck.

Are there any practices out there using Dentally and successfully using Xero with integration? If so I’d love to chat with you to find out how you got it set up or even how it works for you.

Please help, I’m at my wits end trying to get this to work

Hi ​@AmyLitz,

I’m checking internally with a few of our Customer Success team members to see if I can find someone who can help you with some tips. A few single-site practices have reported similar challenges around how GST is handled by Xero’s side of the integration. I’ve also featured your post on the Community homepage, hopefully a few other practices will see it and jump in to share how they’ve configured their setup.

If anyone reading this is using Dentally with Xero and has managed to get the GST syncing correctly, please do add a comment below, your insights could really help Amy (and others in the same boat). 🙏

Hi Amy, 

One of our reasons for coming over was due to the xero integration. It was a big thing sold to us when we had the demo. 

Unfortunately due to us being a multi site practice it is unusable as only syncs one figure over instead of two seperate figures

yes we have highlighted xero integration with dentally with support as well. It just doesnt work at all and produces incorrect reports.   a number of my colleagues have also highlighted this to dentally but months later and still hasnt been resolved!!

Hi everyone 👋

I’ve spoken with our Product team about this and while the Xero integration hasn’t been updated for a while, it’s something we may review as new teams come on board. I’ll keep this thread updated if there’s any news to share. In the meantime, if the team needs more context or examples, I’ll make sure they can reach out directly to those affected here. 😊