Xero Integration
The Staffroom Finance module can be configured so that data can be shared between Staffroom to the Xero accounting system. Once the the necessary settings are configured the following functionality can be used:
- Sending Staffroom Account information to Xero.
- Sending Staffroom group information to Xero.
- Displaying Xero balance and recent transaction details in the Staffroom InTouch portal.
- Receiving payments from within the Staffroom InTouch portal (requires payments system integration)
Sending Account & Group Information to Xero
The Staffroom Finance module can be configured to automatically generate accounts for parents and/or students. The accounts created in Staffroom can then be automatically synced to Xero to create and update Xero contacts.
In addition, group information and group membership on Staffroom can be sent to Xero to create and maintain Xero contact groups. All Staffroom group types can be sent, including classes, grades, Infobase Groups and Assessment Groups.
Once Staffroom account creation and Xero integration has been configured, the syncronisation of data between Staffroom and Xero is fully automated, saving significant time and effort for school finance and administration staff.
Displaying Xero Balance and Transactions in InTouch
Once Xero integration is enabled and configured in Staffroom it is possible to enable the display of a finance tab in the InTouch portal:
When a student or parent who is an account holder in Staffroom logs into the InTouch portal they will be able to see a summary of the account information which is retrieved from Xero. The information displayed includes the account balance, payments due and recent transactions.
NB: The finance tab is displayed to account holders only. Account holders will be able to see their own account and parents will be able to see parent accounts as well as any accounts for the children in their family.