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How To Apply the Finance Process in Wisenet

The Finance process involves syncing Learners to Xero, generating Invoices and syncing them with Payments back to Wisenet.

Before you begin:

Required Knowledge: Xero Integration

1

Required Pre-Steps

Please make sure that you have already Set Up Xero Integration and Merge Xero Contacts

2

Add Learner and Enrolment
  • Add a Learner and Enrolment as required

Learn how to Enrol a Learner

3

Sync to Xero

Once Enrolment is confirmed and ready, you can either:

  • Automate the sync using Learncycle, Or
  • Manually sync to Xero through the following steps:
    1. Navigate to LRM > Clients
    2. Search for and open the relevant Client’s Profile Page
    3. Click on the Personal Details Tab
    4. Click on the Action menu, Select Edit Personal
    5. Scroll and Tick the Checkbox for Sync to Xero
    6. Click Save

Click on image to view in full

Note:

It may take a few minutes for the synchronization to occur. Please wait a few minutes and check later.

If you have more than 100 Learners we can bulk sync enrolments to Xero for you. Please request this by logging a support ticket.

4

Notify Finance
  1. Notify your Finance team that the Learner has been sync’d to Xero and what they need to invoice
    • This is best done by generating a uReport and sending it via Email
      • Use a general uReport template designed to show relevant Learner and Enrolment that allows Finance to know what to invoice
    • This can be automated by using Learncycle options.

5

Finance to Create Invoices
  • Finance finds Xero Contact and invoices as required

6

Invoices Sync to Wisenet
  • Invoices will automatically sync back to Wisenet against the Learner record (including pdf)
    • This is now visible for admin users and in the Learner App if enabled
  • Any future invoices or payments will be updated in Wisenet

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