Xero Improvements Release notes
An update focused on improving Xero integration, voiding sales and prepayments synchronisation support
Greetings, Panacea users! We've been working diligently to enhance the functionality of our Xero integration and introduce new features related to prepayments. Here's what you can expect in this release:
Extended Xero Integration
We've expanded our integration with Xero to ensure a seamless experience for managing your financial transactions.
Now, changes made to prepayments in Xero will be synchronized back to the Panacea app, ensuring accurate and up-to-date records.
Enhanced error handling during Xero integration and synchronisation, providing clear and detailed information to resolve integration problems more effectively.
Support for Prepayments in Xero
Any prepayments or refunds made on Panacea will be synchronized with Xero, including their allocations.
However, please note the following limitations imposed by the Xero API:
Prepayments created directly in Xero cannot be synced back to Panacea.
Prepayments voided on the Xero side cannot be synced back to Panacea.
Prepayment’s allocations which have been synced with Xero can only be deleted on the Xero side. Also sales with prepayment allocations that have been synced with Xero can’t be modified or voided on Panacea until allocation are deleted on the Xero.
Created or voided refunds on the Xero side cannot be synced to Panacea.
Managing prepayments made to the clinic’s bank account
Prepayments created directly in Xero cannot be synced back to Panacea
To ensure prepayments are synchronised in both Xero and Panacea create the prepayments in Panacea first, and their allocations will be synced to Xero.
Please refer to our article on Managing prepayments when integrated with Xero.
Managing Sales with Prepayments in Xero
Prepayment’s allocations which have been synced with Xero can only be deleted on the Xero side. Also sales with prepayment allocations that have been synced with Xero can’t be modified or voided on Panacea until allocation are deleted on the Xero.
(Note that these limitations, however, do not affect sales for clinics without Xero integration).
To void a sale that contains allocated prepayments, follow these steps:
You will notice that there is not an option to void sales with prepayment allocations in Panacea.
To correct a sale with allocated prepayments, go to the Xero invoice and remove the allocation there. You will find the prepayment credit in the Xero version of the transaction.
Follow the steps to remove this allocation in Xero
Click the prepayment – this opens the prepayment
Click the ‘x’ to delete the credit allocation
This action will trigger a sync back to Panacea, removing the prepayment and allowing you to open the sale for changes or void it. This image is a Panacea screen shot:
Red ‘X’ allows for voiding of the invoice
Prepayment is removed from the sale – the prepayment amount is placed back on the client’s balance.
Summary:
Please exercise caution when creating prepayments or refunds directly in Xero, as they cannot be synced back to Panacea due to the limitations of the Xero API.
We hope these enhancements streamline your workflow and improve your experience with Panacea. As always, thank you for your continued support and valuable feedback. If you have any questions or need further assistance, don't hesitate to reach out to our support team.