NEXPORA
Core Operations
Accounting & Transfers
Treasury & FX
System & Safeguards
Client Workspace

Phillips Academy Andover Preparatory

Operating Currency: USD

Set Client Name for Demo:
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1. Smart Collect & Invoicing
Open All Invoices Create Invoice Manually
PATHWAY 1 • ERP / X-LINK BATCH IMPORT OR AUTO-SEND
Import Invoices from X-Link or ERP (QuickBooks / Xero)

Import a batch of invoices from X-Link or ERP into Stage 1 (Review, Revise & Send) to inspect and revise any details before emailing, or trigger automated API dispatch.

Review, Revise & Send (1) → All X-Link / ERP Invoices
PATHWAY 2 • MANUAL INVOICING (B2B & B2C)
Create Invoice Manually in NEXPORA

Look up an existing customer or student via Find Customer or enter details manually to issue a local-currency payment link immediately.

+ Create Invoice Manually B2B Invoices B2C Invoices
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2. Pending Accounting Tasks
Review & revise imported invoices, track pending client payments, export paid invoices to CSV, and manage transfers
Open Full Accounting Queue →
Stage 1 • Review & Send X-Link / ERP

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Invoices imported from X-Link or ERP waiting for you to review and click Send.

Review & Send Invoices →
Stage 2 • Sent to Client Awaiting Payment

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Invoiced pending payment (sent manually or automatically via X-Link / ERP).

View Pending Payments →
Stage 3 & 4 • Reconciled Paid • CSV Ready

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Invoiced with payments — ready for 1-click CSV export to QuickBooks / Xero / ERP.

Ready for Export CSV →
Outbound Settlements Transfers

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Completed & scheduled bank transfers and B2B settlements.

View Transfers →
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3. Wallets
Currency balances & local bank account details
Open Full Wallets View →
Recent Ledger Activity
Explore All Activity →
Timestamp Action Reference Amount Status Drill-Down
2026-10-20 13:13 Smart Collect Smart Collect Settled [QB-B2C-2026-402] - Lukas Lindström (Stockholm) via BANK_TRANSFER +1950.00 USD Completed Detail
2026-10-13 10:09 Smart Collect Tuition Inbound [TUITION-2026-F101] - Alexandre Moreau (CARD) +14500.00 USD Completed Detail