Efficient Accounting

Truss RTO records comprehensive information about payments collected within the system (via credit card) or externally, including the ability to track commissions.

• Receipts
  Upon completion of a certificate issue, by default (though this can be disabled) students will be sent a receipt showing all fees, and all payments. Receipts come attractively branded to mirror your certificates, and represent your organisation.
  
  
• External Invoicing
  For situations where invoicing is to take place outside the system (e.g. your bookkeeper handles invoicing for students periodically), individual enrolments (or whole classes or client companies) can have the Payment Journal deactivated. This then pushes students who require invoicing into a batching tool for your Bookkeeper to process periodically.
  
  
• Charging for Electives or Add-Ons
  Truss RTO gives you the ability to provide add-on purchase options at the time of booking (e.g. additional materials, paper workbooks, a printed/posted certificate, or electives). Payment is collected from the student automatically by the system, with the necessary changes to their enrolment then made automatically (tagging them for printing, adding the elective, etc)
  
  
• Data Export and Integration
  Transactions (or individual day summaries) can be exported to:
  • Xero (instant)
  • MYOB (periodic export)
  • Quickbooks/Reckon
    
    

• Xero Integration
  If you handle accounts in XERO, we can integrate with them so your invoices are seamlessly synced and up to date in Truss.Under View Dashboard, you will have a Xero Sync Status dashboard page. This gives you an overview of what invoices in Truss aren't in Xero, and what invoices are. Under View Dashboard, you will have a Xero Sync Status dashboard page. This gives you an overview of what invoices in Truss aren't in Xero, and what invoices are. If you've recently changed your student management system or if you've solely been handling payments in Xero without integration to Truss, you can still link your students to contact records in Xero.
  
  

We work with you during scoping to determine the best integration method for your needs.