Table of Contents
With the xentral Boss app an overview of the most important KPI's can be obtained.
The app is available for both IOS and Android.
The app is aimed at the general manager.
The first step is to select whether data from xentral Home or demo Data should be used. The latter is useful if no xentral Account is available and an overview is to be obtained first, which functions are available in the app.
In the next step, you will be asked for your name and a password, as well as for privacy settings. If it was specified that the data from xentral should be used, then this must be synchronized with the app, for which a QR code must be scanned in xentral.
The QR code is located in xentral in the personal settings. To access them, click on your username in the upper right corner of the homepage and on Edit Profile. In the personal settings, click on Activate access under Mobile Apps.A QR code will appear that you need to scan with your phone in the Xentral app under Register.
The xentral Boss app has four tabs:
- Home tab
- Finance tab
- Voucher tab
- Settings tab
In the upper left corner appears a circle when loading, if there is an error. a red router icon. If clicked on it, the error message will appear. In In, the upper right corner is a bell. This notifies about Push notifications, such as when a new version appears.
In the home tab, the most important KPI's appear at a glance.
The sales graph in the top half of the first tab shows sales per 14-day period, for the last 14 weeks, for the last 12 months, or for the last 10 years. The turnover is formed from all invoices, minus the credit notes for the credits for the respective period, whose status is not equal to "created". On the graph are circles, which show the day and the turnover when clicked on.
In the lower half of the tab there are four tiles:
- The orders tile shows the number of all orders with today's date
- The turnover tile shows the sum of the "turnover net" of all invoices for the current day, where the status is not equal to "created"
- The packages tile shows the number of entries in the shipping table on the current day
- The "Orders Today" tile shows the sum of the grand total field of all the orders for the current day for which the status is not equal to "created"
The second tab contains the most important financial KPI's, such as sales, liabilities, bank account balance.
Sales current month (net) The tile shows the total of the Sales_net field of all invoices for the current month, minus the Sales_net field of all credit notes, of the current month. Only invoices and credit notes whose status is not equal to "created" will be considered.
Sales last month (net) The tile shows the sum of the Sales_net field of all invoices for the last month, minus the Sales_net field of all credit memos. Only invoices and credit notes whose status is not equal to "created" will be considered.
Sales penultimate month (net) The tile shows the sum of the Turnover_net field of all invoices for the month before last, minus the sales_net field of all credit notes. Only invoices and credit notes whose status is not equal to "created is.
Open payables (gross) The tile shows the sum of the amount field of all liabilities whose status is not "paid" or "cancelled".
Open orders (net) The tile shows for all order items, for which the desired delivery quantity has not yet been reached or the status "delivered" has not yet been reached and the corresponding order has neither the status "completed", "canceled" or "created", the sum of all order items quantities multiplied by the order items prices, taking into account the discount.
Dunning (gross) The tile displays the sum of the differences of debit and actual value of all invoices for projects in which dunning is activated AND the field payment status is "open", the field dunning does not contain the value "receivable loss", the field document number contains a value, the field Dunning_blocked has the value 0 and the Dunning_set field is not equal to 1. So all outstanding receivables that we have not yet written off.
Time Booked The tile shows the total of all entries in the time tracking for the current month in hours.
Next month's run-off (gross)
Total bank accounts
Total sales current year (net) The tile shows the sum of the turnover_net field of all invoices for the current year, minus the sales_net field of all credit notes, for the current year. Only invoices and credit notes whose status is not equal to "created is.
In this tab, the document types quotations, orders, invoices, delivery notes and credit notes are displayed as tiles. If a tile is clicked on, the individual documents of the document type with date, no., name, status and amount, can be clicked on to jump to the individual voucher. Here still more detailed information is indicated, like e.g. the address name, the shipping method, the payment method, the individual items, the order traffic light and the log.
In the settings, the login PIN, as well as the name, can be changed.
- Re-register → The app is to be connected to the xentral installation by scanning the APP QR code
- Unregister → Unregister with the xentral installation
- Reset to factory settings → Unregister with the xentral installation and removing the set PIN
- Do you need support? → Information on how to set up and use it
- On the web → link to the xentral website
- Telephone support → Phone support from xentral
- Email support → Email support from xentral
- General terms and conditions
- Specifications of services
Privacy Option to enable or disable. Firebase Analytics & performance from notifications.
To connect to the Xentral REST API, a redirect of the Authorization header from Apache to PHP must be configured. To do this, the following lines must be added to the PHP FPM configuration file:
SetEnvIfNoCase ^Authorization$ "(.+)" HTTP_AUTHORIZATION=$1
Without this setting, the PHP variable $_SERVER['HTTP_AUTHORIZATION'] is not set. There is also no other way to get the login data on PHP side. So on PHP side it always looks like no login took place (error 7411).
Xentral provides a test script, which checks on the own server to check the correct forwarding of the authorization header. The test script can be found in the GitHub download area. of Xentral, the file is called authtest.php.
Instructions for testing with the test script:
- File in a place inside the Xentral directory. www. The exact location is not relevant, the filename is also not relevant, the file only has to be accessible via the browser.
- Call file in the browser. At the first call appears an input field for the access data. Enter any access data, everything is accepted.
- With correct web server configuration appears a green message. "Authorization header present". When incorrect configuration appears the login window appears again and again. Afterward, you can simply click on "Cancel".
- Delete the file from the server after the tests.
No receipts output and network unreachable
In the xentral Boss app, no receipts are output and by clicking on the "red antenna" icon, it becomes clear that there is a network error. This may be due to missing rights in xentral, among other things. This problem is solved when the app is connected via the QR code of the admin user.
If the app is connected via the QR code of the admin user and the admin is also logged in, the problem may be the lack of rights for the receipts in the API permissions.
Possible solution: permissions assignment for receipts.
To do this, search for API accounts in SuperSearch and open the module. There the API accounts for the xentral Boss app are to be called. When the API for the app is called, the following hooks are to be set:
For each document, the hooks on the "get" and "list" permissions are sufficient. If this does not work, set all permissions for the document type and try again.
If other document types are not displayed and the API account is only used for the BOSS APP, set all rights. Other document types in which the rights for the documents can be set are delivery notes, quote, and supply orders.
Shipping service provider not specified
In the xentral Boss app, the shipping service provider is not specified in the Order and Delivery Note document types. In addition, under standard shipping, the wrong address appears on every delivery bill, or the address "Fuggerstraße 11, 86150 Augsburg" is always specified.