Can I push invoices from Sentral to Xero Automatically?
Yes, you can do this, however not all schools wish to have data automatically flow between Sentral and Xero for invoice data.
Firstly, to ensure data can be pushed between sites, a Xero webhook needs to be configured; you will need to have a support case open since Sentral staff will need to place the certificate details into Xero. For more information refer to on screen advice via the following navigation:
Setup > Integrations > Xero : Configure
Once this is configured it is recommended that you test pushing this data manually via Invoice Management to verify whether you are happy with the current processes and the data contained within the invoice records being generated.
If you are happy to automatically push invoices through to Xero without manual checks, navigate to Setup Fees & Billing > Fees, Billing & Invoicing Settings > Automatically Push Invoices to your Accounting Package : Yes > Save