Skip to main content
Watch the video walkthrough, then follow the steps below.
1

Access services

  1. Go to the Maintenance tab → Services.
  2. You will see a global list of all services in the database.
  3. Select the service you want to configure.
2

Understand the accounting code

  • On the service profile, locate the Accounting Code field.
  • The accounting code acts as a mapping code, linking Visualcare data to Xero.
  • For services, this maps the service to a Xero Inventory Item.
3

Link the service to a Xero inventory item

  1. Click the Accounting Code dropdown.
  2. Select the corresponding inventory item from your Xero file.
  3. Typically, the service code in Visualcare will match the item code in Xero.
4

Charge rate override

  • Visualcare exports the charge rate to Xero for invoicing.
  • This means the charge rate in Visualcare will override the price listed in the Xero inventory item.