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.

Overview

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

1. Push Send invoices created in the Meshed Platform to XEROHigher-Ed 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 the Meshed PlatformHigher-Ed.

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 XERO:

• 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

1. Create Invoices in the Meshed Platform

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• Create Invoices in Meshed Higher-Ed. 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 the Meshed Platform, same will get reflected in XERO:

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Getting Payment Information from XERO

• After a sent invoice is created in Xero, a flag in Meshed Higher-Ed indicates that invoices have been sent to Xero.

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• If the Tuition Fee for a Course is GST inclusive in Meshed Higher-Ed, 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 XEROXero:

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

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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 the Meshed Platform

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Log of Transactions in the Meshed Platform

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 the Meshed Platform 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 the Meshed Platform
2. If payments of miscellaneous fee is deleted in XERO, transaction can't be reversed back in the Meshed Platform (Reversal works only for Tuition Fee)
3. XERO only allows to create 60 invoices in one minute.
4. If in Meshed Higher-Ed.

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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 Higher-Ed 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 Higher-Ed, 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 Higher-Ed 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 Higher-Ed by navigating to Admin > Document Repository > 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 Higher-Ed.
• 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

• Higher-Ed (Partial payment settlement

• applies only

• to Tuition

• fees)

Client Integration Information 

To integrate respective to the Meshed Platform Higher-Ed 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 the Meshed Platform, client will Higher-Ed, 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 the Xero and the Meshed PlatformHigher-Ed Systems.Steps to create account code in the Meshed Platform:

Go to Accounts>>Account Setup in the Meshed Platform:

To create an Account Code in Meshed Higher-Ed:

• 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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