How to Integrate and Set up SMS with Xero

OVERVIEW

In this tutorial, we will show users how to integrate Xero Accounting Software with the Student Management System allowing users to export invoices to Xero, mark invoices as paid in the SMS and void invoices that are deleted in the SMS. 

This tutorial will focus on integrating Xero with the SMS and how to set up the SMS to ensure that Invoices gets exported to Xero and is tagged with the correct account codes. 

IMPORTANT

Before proceeding with the steps below, ensure that your SMS admin account has been granted access to Xero. If you haven’t yet requested this access, please contact eSkilled support at support@eskilled.com.au. Once Xero access is provided, please log out of the SMS and log back in for the settings to refresh.

Once integrated, please take note of the sync timings below between the SMS and Xero:

- All invoices set as Paid in XERO will also set the invoice status to Paid in the SMS after 2 hours.  

- All payments added in XERO will reflect as Paid in the SMS after 2 hours.
- A scheduled system task will run every 2 hours to check for invoices that are qualified to be exported to Xero. All exported invoices will then appear in the “Invoices” section of Xero Accounting Software under “Business” menu.

STEP TUTORIAL

Integrating/Establishing Connection between SMS and Xero:

Step 1. Go to Xero Developer by visiting https://developer.xero.com/ and log in.

Step 2.  In the My Apps section, click on the “New App” button located in the upper right corner.

Step 3. Fill in the required details to create a new app:

1. App name: Enter the public name of the application you are registering. This is the name people will see on the screen during the grant permission process. The App Name should be a name they are familiar with. For example, "eSkilled - SMS".
2. Integration type: Select “Web app”.
3. Company or application URL: Enter your SMS URL, for example, https://insertyourSMSURLhere.rto.net.au/
4. Redirect URI: Enter your SMS URL followed by “/Finance/Callback”, for example, https://insertyourSMSURLhere.rto.net.au/Finance/Callback
   

Step 4. Tick the checkbox to agree to the Terms and Conditions and click on the “Create app” button.

Step 5. Once the app is created, go to the Configuration menu. Keep note of the Redirect URI, Client Id, and generate a Client Secret Key.

NOTE: The Client Secret Key secret key can only be generated twice so make sure to copy that into a secure document for future reference.

Step 6. Log in to SMS and navigate to the Finance Page > Xero Tab

Step 7. Paste the tokens copied from Xero Developer: 

1. Xero Client ID
2. Xero Secret
3. Xero Callback
   

For steps 6 and 7, refer to the image below:

Step 8. Click on the “Save” button. Afterwards, log out of SMS and then log back in.

Step 9. After logging back in to SMS, go back to the Xero tab and click on Establish Connection then select an organisation from the dropdown menu.

Step 10. Authorize access to Xero by clicking on the “Allow access” button.

For steps 9 and 10, refer to the image below:

Setting Xero Export Options:

Once you have successfully integrated Xero with SMS, proceed to setting up Xero to allow invoice exporting. Please see steps below:

Step 1. In the SMS, go to Xero > Xero Export Options

Step 2. Check the tick box for the "Export to Xero". This will allow the invoices generated in the SMS to be exported to Xero. 

Step 3. Set the following required fields for exporting to Xero:

1. Date of first invoice - Set the date for the first invoice.
   
2. Tuition - select the Xero Account code for Tuition.
   
3. Resources - select the Account code for Resources.
   
4. Others - select the Account code for Others.
   
5. Recipient-Created Tax Invoices (RCTI) - select the Account code for RCTI

Note: Only specific Xero account codes are compatible for Invoices. Examples include Revenue Accounts, Direct Costs Accounts, Expenses Accounts, etc.
We highly suggest consulting your accountant and refer to the Chart of Accounts (Chart of accounts in Xero) for which account codes to use.  

Once Xero Export Options is complete, all SMS invoices will be exported to Xero every two (2) hours.

Setting Xero Account Code in Program Instance Fees:

In the event that users would like to use a different account code for the program fees, the SMS will allow you to set a Xero Account Code in the Program Instance level. To set this: 

Step 1. Go to Programs > Program Instance > Program Fees

Step 2. In the New Program Fees window or the Edit Program Fees window, go to the drop-down field labelled "Xero Account Code". 

Step 3. Select the new Xero Account Code you would like to use for that fee. The default account code being used will be displayed in the label. 

This will change the account code to be used for the fees in this Program Instance. 

Integrating Xero and the Student Management System will provide your organisation with additional functionality to help save time and effort, ensuring that your account stay up to date and at the same time help you manage and monitor your payments. 

Check out the related tutorials below to learn how the SMS exports invoices to Xero, how to mark invoices as paid and how to void invoices. 

Related Tutorials

1. Setting SMS Invoice as Paid if Paid in XERO
   
2. Export Invoice from SMS to Xero with Multiple Item Lines
   
3. Voiding Xero Invoice from the SMS

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