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Once a parent payment has been received in Xero, you will be able to view/import this payment in Infocare by selecting: Billing menu > Xero > View Payments.
If payments are pending, you can request to get the payment from Xero by clicking on the Synchronise with Xero button and all payments from Xero will be populated in the Payments View table.
This screen shows all imported bank transactions. The radio buttons enable you to control which status of transactions are being shown.
Pending – Payments imported but not yet matched.
Matched – Payments that have been matched either automatically, or by using the Batch Receipts screen.
Discarded – On the Batch Receipts screen the “ignore” checkbox was selected.
If Pending is selected, you will be able to delete any unwanted payments. To do this, click the check box adjacent to the payment, and then click the Delete button at the bottom of the screen.
If Matched is selected, you can set the status back to Pending. Select the check box adjacent to the payment, and then click the Reverse button at the bottom of the screen. The receipt will also be reversed on the child’s account.
If Discarded is selected, you can set the status back to Pending. Select the check box adjacent to the payment, and then click the “Reverse” button at the bottom of the screen.
You can choose to have this synchronisation processes automated daily by selecting Automate Daily Synchronisation button at the top right of this screen. The Automate Daily Synchronisation check box may be selected if you would like the synchronisation between Infocare and Xero to occur automatically every day. The synchromisation will be done overnight.
Note: that this will import any Bank Transactions from Xero that have been Cash Coded or matched to Invoices and will automatically match them to children if an exact match can be achieved.
NOTE: We recommend that this is not enabled for the first month, so you can carry out manual matching via the Batch Receipts screen. This gives the system an opportunity to remember matches.
The Synchronise with Xero button may be clicked to carry out a synchronisation at any time. Note this may take a few minutes.
Select Go to Batch Receipts to go to the screen that is used to match imported payments to childrens accounts.
You are able to click into the Reference field and press the down arrow button on your keyboard, this will enable you to select the child’s account you require from a drop-down list. When in the drop-down list pressing the left arrow key on your keyboard will return you to a text box.
For further information or assistance please call
0508 INFOCARE (0508 463622) or email help@infocaresolutions.co.nz