Introduction

The Meshed Platform can be integrated with XERO Xero – a popular accounting software commonly used by education institutions and organisations.

The interchange of data between the Meshed Platform and XEROXero, using the Meshed Xero API Integration Module, eliminates the need to double handle data.

Integration provides the ability to sync financial information:

• Invoices for Student fees can be managed and recorded within the Meshed Platform and exported to XEROXero.
• Settled payments can be imported from XERO Xero to the Meshed Platform to reconcile the transactions between the two platforms.

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Overview

RTOManager The Meshed Platform integrates with XERO by Xero using XERO a Xero API to achieve following objectives:

1. Push Send invoices created in RTO manager to XEROMeshed RTOManager CRICOS to Xero.
2. Once Payment is made in XERO Xero against invoices, get retrieve the amount paid from XERO Xero to settle it back in Meshed RTOManager CRICOS.

Meshed group Group has developed XERO a Xero console engine which can be run at desired interval of time (once a day, every 12 hours, every 2 hours, etc) to interchange data between the two systems.

Note: Integration is not real time. Engine will run based upon scheduled time.

Sending Meshed Platform Invoices to

Xero

Pushing Sending invoices to XEROXero:

• Approved invoices can be pushed to XERO as well depending upon client requirement
• GST inclusive invoices can be pushed to XERO as well depending upon client requirement

• Create Invoices in Meshed RTOManager

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• CRICOS. Once the engine runs at the scheduled time, the invoices will

• be created in

• Xero.

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1. After invoice gets created in XERO, flag will notify user that invoices are already pushed to XERO:

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1. Depending upon requirement, approved invoices can be directly pushed to XERO. In this case invoices will get listed under "Awaiting Payment" section of XERO

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1. If the tuition fee of course is GST inclusive in RTO manager, same will get reflected in XERO:

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Getting Payment Information from XERO

Settling transaction in RTO Manager once payment is made in XERO

• After a sent invoice is created in Xero, a flag in Meshed RTOManager CRICOS indicates that invoices have been sent to Xero.

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• If the Tuition Fee for a Course is GST inclusive in Meshed RTOManager CRICOS, this is reflected in Xero:

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Retrieving Payment Information from Xero

Settling a transaction in the Meshed Platform once payment is made in Xero:

1. Log into Xero and record payment amounts for invoices (fully or partially).
2. Once the engine runs at the scheduled time, payment information will get be settled in Meshed RTOManager

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Paid Transaction Reversal in XERO

1. Log into XERO and delete paid invoices in XERO
2. Once engine runs at scheduled time, transaction will also get reversed in RTOManager

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Log of Transactions in RTOManager

View records of transaction information.

1. Invoices pushed to XERO, Payment information received from XERO, Log of Transaction in particular iteration could be viewed in RTOManager from Admin>>Manage College Materials>>XERO

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Limitations

1. If created invoice in XERO is deleted by user in XERO, same invoice can't be pushed again from RTOManager
2. If payments of miscellaneous fee is deleted in XERO, transaction can't be reversed back in RTOManager (Reversal works only for Tuition Fee)
3. XERO only allows to create 60 invoices in one minute.
4. If CRICOS.

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Agent Commission and Bonus Adjustment

Agent Commission and Bonus Adjustment during the Settlement Process:

• Log into Xero and open the relevant invoice.

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• Deduct Agent Commission and Agent Bonus from the invoice and save it in Xero.

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• Make the payment in Xero.

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• After the engine processes, the paid invoice will be settled in Meshed RTOManager CRICOS and Agent Commission and Agent Bonus will also be settled.

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• Note: In a Xero invoice while adding line items, the description text should be “Agent Commission” and “Agent Bonus” to ensure the integration functions correctly.

Deleting an Invoice in Xero

If an invoice is deleted in Meshed RTOManager CRICOS, after the engine processes the invoice it will be deleted from Xero if the invoice is in the “draft” section of Xero.

• Log into Meshed RTOManager CRICOS and delete the invoice from the system. Once the engine runs at the scheduled time, the invoice will be removed from Xero.

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Transactions Log in the Meshed Platform

To view the records of transaction information:

• Invoices sent to Xero, Payment information received from Xero, Log of Transaction in a particular iteration can be viewed in Meshed RTOManager CRICOS by navigating to Admin > Manage College Materials > Xero

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Limitations

The Xero integration has the following limitations:

• If an invoice created in Xero is deleted by the user in Xero, the same invoice cannot be sent again from Meshed RTOManager CRICOS.
• Xero only allows for the creation of 60 invoices per minute.
• If a partial payment is made in miscellaneous fee in

• Xero, it

• can’t be settled back in

• Meshed RTOManager CRICOS (Partial payment settlement

• applies only

• to Tuition

• fees)

Client Integration Information 

To integrate respective RTOManager Meshed RTOManager CRICOS platform with XERO, meshed group will provide Xero, Meshed Group provides a public key certificate to clientthe Client. Using that information client this information, the Client will need to generate the following information given below and provide it to meshed groupthe Meshed Group:

1. Consumer Key
2. Consumer Secret

Note: We Meshed Group will need to create a key pair by using company these details. Right now, its being created with personal details. We also need to define expiry date of key while creating The key expiry date also needs to be defined when creating the key.

Pre-requisite for

Integration

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In Meshed RTOManager CRICOS, client will Clients need to setup account codes before running Account Codes prior to using the Xero integration. Account code should  The Account Code information needs to be identical in both XERO and RTOManagerthe Xero and Meshed RTOManager CRICOS Systems.Steps to create account code in RTOManager:

Go to Accounts>>Account Setup in RTOManager:

To create an Account Code in Meshed RTOManager CRICOS:

• Navigate to Accounts > Account Setup > Ledger Value
• Select Fee Type

and

• Select Course Type

Put "

• Enter the Account Number

" and "Description"

• Enter the Description
• Click

on

• Add

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