There are numerous decisions to consider and settings to decide before XenDirect is installed and data entry begins. Reviews these steps with your onboarding representative prior to installation. Items 1 through 3 require Xenegrade to perform parts of these tasks.
- URL: This is the URL for your modules. Standard URLs have partial customization. Vanity URLs (fully customizable) are available.
- Payment method (see below)
- Setting up email
- Setting up your Organizational and Branch Profiles
- Setting defaults and preferences
- Adding users and setting permissions
- Creating a system calendar
- Set up your WebReg module
Payment Connection Method
One of the primary decisions is the Payment Method used to an amount due. XenDirect contains three different methods for tracking revenue payments. Only Xenegrade staff can set or alter the Payment Method.
The decision on which method to choose must be made before payments are recorded. Once payments are recorded, it is not an easy process to change methods. There may be a cost to change methods after records have been entered. Invoice B is the most commonly used method.
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Invoice A Method
- Adding an Assignment to the Client creates an invoice and payment records to the general ledger are linked to the invoice.
- Invoices contain course fees, credit hours fees, and global fees.
- Manual invoices can be created.
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Invoice B Method
- Adding an Assignment to the Client creates an invoice and payment records to the general ledger are linked to the invoice.
- A new invoice is created per purchase.
- Invoices contain course fees and global fees, but not credit hour fees.
- Manual invoices can be created.
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Invoice C Method
- Adding an Assignment to the Client creates an invoice and payment records to the general ledger are linked to the invoice.
- A new invoice is created per purchase but not more than one invoice per day.
- Invoices contain course fees and global fees, but not credit hour fees.
- Manual invoices can be created.
Rick Stern
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