The Accountancy Integration

Article author
James Walker
  • Updated

Purpose

This article will discuss the features and processes which purchasing the Accountancy Integration chargeable feature will enable for your Meddbase system. For further information around the setup required for the feature, please contact Meddbase Support for a quote.

Overview

Enabling this feature and performing the required setup allows invoices, payments and credit notes recorded in Meddbase to be automatically pushed to your company’s Xero account. This means that you can use Xero to manage your company's accounts whilst continuing to raise invoices in Meddbase.

For details of Xero's features and pricing, please click here.

Sending invoices and payments to Xero

With this feature enabled, marking an invoice as sent in Meddbase will create a matching invoice in your company's Xero account. Subsequently, any credit notes or payments made against the invoice in Meddbase will appear against the invoice in Xero. Any payments recorded in Meddbase will appear on your company's account statement.