Xero Integration

We are thrilled to share some exciting news with you – we’ve successfully implemented a one-way integration between TEAMS and Xero, specifically involving the utilisation of charts of accounts. This integration now empowers TEAMS to seamlessly handle fee entries within Xero’s framework.

Here’s an illustration: Suppose you’ve generated an application in TEAMS, subsequently transitioning to enrollment. In this scenario, TEAMS will seamlessly export invoices, receipts, and agent payments directly into Xero. Our setup encompasses two distinct banks in Xero – the Main Account and the Fee Account.

When recording receipts or agent payments within TEAMS, the bank you designate holds key significance. The integration operates in such a way that the chosen account in TEAMS aligns with the relevant account in Xero. It’s important to ensure accurate selection within TEAMS. However, in instances where no specific account selection occurs, TEAMS takes the initiative to employ the Main Account for Agent Payments and designates the Fee Account for Student Receipts.

IMPORTANT – As part of our integration, we facilitate the seamless export of invoices, student payments, agent invoices, and agent payments from TEAMS into Xero. It’s important to note that any supplementary transactions executed within TEAMS necessitate manual adjustment or editing within the Xero platform.

Transition Process Optimisation

This optimisation encompasses a range of improvements applied to the Training Plan and Results screen, as well as the transition screen. Notably, a significant change you’ll observe is the introduction of the Transitioned tab, replacing the previously labeled Common tab on the Training Plan & Results (TP&R) screen.

For further insights into these enhancements, we encourage you to click on the “Read More” button, providing you with additional information about these impactful changes.

Report Dashboard – Optimisation

The recent optimisation brings a notable enhancement to the Report Dashboard. Now, when you initiate report generation, a refresh icon appears, indicating that the system is actively working on the report. The process is seamless, as the system automatically processes the report and subsequently provides a download icon.

This eliminates the need for repetitive manual refreshing of the report dashboard to check if the report is ready. This improvement has also resulted in a substantial reduction in the processing time needed to generate reports

Student Financial Detail Screen – New Qty and Rate Column

When navigating to the Student Financial Details screen, specifically within the Financial tab featuring additional options for invoices, there is a notable update.

The system now dynamically displays pertinent information in the form of quantity and rate columns. The system now accurately captures and presents the corresponding amount under these designated columns, providing a more comprehensive and transparent view of financial details.

Student Dashboard – New Notes Icon

This improved feature allows you to effortlessly include notes for any student directly through the student dashboard, specifically by accessing the student profile tile.

This streamlined approach eliminates any unnecessary complexity, ensuring that adding important notes for students is now more convenient and accessible than ever before.

Raise New Invoice – Invoice Notes New Option

TEAMS introduces a new level of flexibility by enabling you to incorporate Invoice Notes when generating new invoices.

This enhanced feature empowers you to seamlessly attach relevant invoice notes directly from the Application Dashboard while creating invoices for applicants, or from the Enrolment Dashboard when generating invoices for enrolments. These added notes are then automatically synchronised with the financial transactions, providing a comprehensive overview of the context behind each invoice.

Webform – Redesign Agent Section

This redesign introduces a significant improvement, granting you the capability to seamlessly introduce new agents to the system, complete with their respective agent Codes and Names. In the previous setup, your ability to establish connections between agents and applicants was confined to those agents already present in the system.

However, this new enhancement facilitates the inclusion of entirely new agents, enabling you to effortlessly input and associate agent codes and names directly within the webform.