The Finance process involves syncing Learners to Xero, generating Invoices and syncing them with Payments back to Wisenet.
1
Required Pre-Steps
Please make sure that you have already Set Up Xero Integration and Merge Xero Contacts
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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:
- Navigate to LRM > Learners
- Search for and open the relevant Learner’s Profile Page
- Click on the Personal Details Tab
- Click on the Action menu, Select Edit Personal
- Then:
- Either, Scroll and Tick the Checkbox for Sync to Xero
- Or, Manually Re-Sync Xero invoices by clicking on the Manual Sync button. NOTE: The Manual Sync button is only visisle when:
- Xero is connected (via Connected Apps) AND
- ‘Sync to Xero’ checkbox in the Learner profile is ticked.
- Click Save
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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
- 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.
- This is best done by generating a uReport and sending it via Email
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 LRM Account Owners, Admins and in the Learner App if enabled
- Any future invoices or payments will be updated in Wisenet
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How to re-sync Invoices and Learners to Wisenet
- If you notice that some invoices or learners did not sync you can force a Re-sync.
Learn More: How to Re-sync Existing Learners in Wisenet