CareMaster User Guide
 
×
Menu
Index

Xero System Defaults

 
On the "System Defaults" screen there is an additional tab headed "Xero".
 
 
If you wish to make use of the "Tracking" feature in Xero you can define "Tracking Name 1" on this screen and then set up multiple options as shown above.
 
This is used in conjunction with an additional field on the Resident Invoicing screen.
 
At the bottom of the screen you can select which Xero VAT Analysis you wish to use, either "Exempt Income" or "No VAT".
 
You also have the option of storing the CSV export files in different folders for each home (if you have multiple homes). And you can specify that the CareMaster invoice prefix will also be exported to Xero.