Map GENIUS with Xero balance sheet accounts
- Select ARM Pro > Administration > API Settings > New API page
- Open ‘GENIUS’ section.
- Select ‘Plan manager’ from the first drop-down
- Select Xero file from the second drop-down
- Enter a balance sheet account name in the text box (e.g., PM clearing for LP)
- Select the search result
- Select ‘Save’
Map clients and service providers
- Select GENIUS settings > HICAPS
- Select ‘Yes’ for ‘Enable automatic sync for payments’
- Select ‘Xero file’ for ‘Accounting package for payment automatic sync
- Select ‘per day’ for ‘Accounting package payment journal entry creation method’
- Select a balance sheet account from the dropdown ‘Default account for client payment’ (e.g., PM clearing for LP)
- Select a balance sheet account from the dropdown ‘Default account for provider payment’ (e.g., PM clearing for LP)
- Select ‘Save’
Review sync results
With HICAPS integration, the plan managed claims automatically sync to Xero to create journal entries. They can be found under Accounting menu > Journal report > Manual journals
Scenario 1: Use the same balance sheet account for self-organisation + client + service provider mapping (e.g., PM clearing for LP).
Scenario 2: Use 3 different balance sheet accounts:
- Asset: ‘Accounts Receivable for PM Clearing’ for self-organisation mapping
- Liability: ‘Accounts Payable for PM Clearing’ for client mapping
- Asset: ‘PM Clearing’ for service provider mapping
