January 22, 2021

Important Notice: COVID-19

Notice: COVID-19 has now been classified a global pandemic and we acknowledge that our clients are the backbone supporting the community during this unique time.We realise that practices resources are stretched, so please be assured that providing the highest levels of support during this time is our priority.We have expanded capacity in the support area to cope with increased demand and are doing our utmost to resolve your support queries quickly.
News

Xero integration for Evolution users

In News, News New Zealand

Medtech Evolution will shortly be providing integration of accounting transactions directly with XERO Accounting Software. This development work has been undertaken to provide practices with both efficiency savings and increased access to the practice financial data they need to make informed decisions.

This integration will allow the mapping of transactional data and General Ledger account codes between applications.

Invoices, Credit Notes, Payments and Refunds created, updated or deleted within Medtech Evolution will be uploaded automatically to XERO based on a scheduled service.

Uploaded transactions (Invoices, Credit Notes, Payments and Refunds) will have full auditing of uploaded information with the respective status in the View Invoices/Credit Notes/Payment/Refund screens.

Summary of Changes:

  • Integration of Medtech Evolution with the XERO accounting application
  • Mapping transactional data and General Ledger account codes between applications
  • Invoices, Credit Notes, Payments and Refunds Created/Updated/Deleted will be uploaded to XERO
  • Every time a transaction (Invoice, Credit Note, Payment and Refund) is created, it will create new transaction entry in the Xero accounting application
  • Every time a transaction (Invoice, Credit Note, Payment and Refund is updated, it will delete the previously uploaded transaction entry and create a new transaction entry in the Xero Accounting application
  • Every time the transaction (Invoice, Credit Note, Payment and Refund is deleted, it will delete the previously uploaded transaction entry in the Xero Accounting application
  • Uploaded Transaction (Invoices, Credit Notes, Payments and Refunds) will have full Auditing of uploaded information with the respective status in the View Invoices/Credit Notes/Payment/Refund screens

Further information on this enhancement will be made available closer to the release.