Connect Zunia to your school’s MYOB or Xero account

TABLE OF CONTENTS

• Introduction  

• How to connect Zunia to your school’s accounting application
• Troubleshooting notes

Introduction  

Connect your accounting application – MYOB or Xero – to Zunia.  

Integrating Zunia with your accounting application helps schools stay on top of financial reconciliation. 

With this integration, any changes made to your schools’ financial information in Zunia will automatically send to your accounting application, like MYOB or Xero. This includes when updates are made to charges or invoices (for accruals accounting), payments and receipts.

How revenue and expenses are calculated will depend on which accounting method is set before a connection is established. Your school can choose between:
• Accrual accounting: income and expenses will be recorded when invoices are created.
• Cash accounting: income and expenses will be recorded when payment is received.

This guide shows you how to connect Zunia to your school’s accounting application.

Permissions: We recommend your Finance Manager set up the integration for your school, as it is most likely they have set up the account with the accounting application and its important email addresses match between the two platforms.

How to connect Zunia to your school’s accounting application

To connect Zunia to your accounting application, go to System configuration > Integrations. 

1. From the list of applications, select Set up connection for your accounting application. 
2. Under Integration details, select a finance entity to connect to your accounting application, then Connect. Follow the prompt to Login to your accounting application (you’ll be redirected to their website to sign in). 
3. Sign in to your accounting application and verify your account. You'll need administrator rights to complete verification and allow access.
4. Once signed in, you'll see a connection modal to confirm your integration settings:

• Finance entity: select which Zunia finance entity to connect with your accounting application company file. See notes if connection fails.
• Accounting method: Select which accounting method applies to your schools financial operations; accrual or cash accounting.

       5. Select Connect.

Your Zunia finance entity is now connected to your accounting application file and you can disconnect it at any time. 

Troubleshooting notes

• We don't recommend changing your accounting method once connecting your accounting application, as it may impact the accuracy of your financial data. On the rare occasion your method changes, please contact our Support team to discuss your options.
• If your school has multiple finance entities, each entity will need to link to a separate account with your accounting application. 
• Zunia will only use the company file to extract the GL codes in your accounting application. It’s important our GL structure matches what’s in your accounting application so your financial information is updated successfully.
• If connection fails, check your accounting application to see if the following items match what’s in Zunia: 
  • GL codes 
  • Finance entity
  • Sign in credentials 
• If you disconnect from your accounting application, you’ll still see any receipt batches that previously failed. 

For Xero integration

• Xero do not accept invoices with zero dollar amount or total negative amount and therefore these invoices cannot be synced to Xero.
• For partially paid invoices in Zunia , invoice line items, amounts, tax amounts and dates can be edited in Zunia however they cannot be transferred to Xero.
• For fully paid invoices in Zunia, invoice line items, amounts, tax amounts and dates cannot be edited in Zunia or transferred to Xero.
• This message in the orange banner will display and refers to these invoices.