Financial transactions processing - requests for payment, receipts, reporting comes under the umbrella of Finance. Fields for schools configuring POLi and Xero are available, and our product specialists are able to assist with enabling functionality for your school to integrate with Paystation.
Finances covers setting up your billable items, from the maintenance of ledgers, billable items and design of requests for payment, to processing billable items and batches, and subsequent reporting on transactions.
In the Admin > Setup > School Settings, the Site Access section also has ramifications for financial processing, for the use of receipting and caregiver online payment.
In addition the Finance > Configuration > Finance Settings page must be completed once details are available from the payment merchant Merco, to use POLi for enabling online payment for caregivers; and for acceptance by Paystation for Visa and MasterCard.
A tick box is available for configuring edge with Xero, who will provide a network key for entering into the field. When the Xero box is ticked, enter your network key; and this has the effect of removing functionality to enter ledger numbers, which now sync automatically from Xero.
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