This guide explains how to configure the details of your Xero connection once it has been connected to TidyClinic.
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Download PDFStep 1.
Head to Settings> Xero integration.
Click the binoculars icon next to the Xero tenant you wish to configure.
Step 2.
You will be able to set up the account mapping.
For each Tidy payment receiver, select a Xero account for which their mapped invoices will be associated with.
Then click Save.
Step 3.
Under the Tax rates tab you can set up the tax rates mapping.
Select Xero expense and revenue accounts from the drop down list.
Then click Save.
Note:
For more information on the flow of data between TidyClinic and Xero, view the diagram below
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