The Xentral Boss app offers you a quick overview of the most important key figures and developments of your business. The app is targeted at CEOs and other decision makers.
Note
The app is available for iOS as well as Android.
The first step consists of selecting if you want to use data from Xentral home or demo data. Using demo data makes sense if you do not have a Xentral account yet and you want to take a look at the functions available in the app.
In the next step, you are asked for a name and password. Also, you carry out data protection settings. If you decide to use data from an active Xentral instance, this data has to be synchronized with the app. This is done by scanning a QR code in Xentral,
You can display the QR code in Xentral by carrying out the following steps:
The Xentral Boss app consists of four tabs.
The home tab displays the most important key figures at a glance.
The revenue graph in the upper half of the first tab shows the revenue of the last 14 days, for the last 14 weeks, for the last 12 months or for the last 10 years. The revenue is calculated from all invoices minus the credit notes for the respective period whose status is not “created”. The circles on the graphs display the day and revenue if you tap on them.
The lower half of the tab consists of four tiles:
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The Orders tile shows the number of all orders with the current date.
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The Revenue today tile shows the total net revenue of all invoices of the current day for which the status is not “created”.
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The Parcels tile shows the number of entries in the shipping table for the current day.
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The Revenue today tile shows the total of all orders of the current day for which the status is not “created”.
The second tab contains the most important finance data such as revenues, liabilities and bank account balance.
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Revenue current month (net): The tile displays the total of the field revenue_net of all invoices for the current month minus the field revenue_net of all credit notes for the current month. Only invoices and credit notes whose status is not “created” are considered.
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Revenue previous month (net): The tile displays the total of the field revenue_net of all invoices for the previous month minus the field revenue_net of all credit notes for the previous month. Only invoices and credit notes whose status is not “created” are considered.
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Revenue month before last (net): The tile displays the total of the field revenue_net of all invoices for the month before the previous month minus the field revenue_net of all credit notes for the month before the previous month. Only invoices and credit notes whose status is not “created” are considered.
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Open liabilities (gross): The tile shows the total sum of the field amount of all liabilities whose status is not “paid” or “cancelled”.
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Open orders (net): The tile displays all order items for which the quantity to be delivered has not yet been reached or the status “delivered” has not been achieved and the respective order has none of the statuses “completed”, “cancelled” or “created”. In doing so, the total sum of all order items is multiplied with their prices, taking into account possible discounts.
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Dunning (gross): The tile displays the total difference between target and actual value for all projects in which dunning is activated. In addition, the invoices must have the value open in the payment status field. The mahnwesen field must not have the value forderungsverlust. The fields belegnummer and mahnwesen must both contain a value. The field mahnwesen_gesperrt has the value 0 and the field mahnwesenfestsetzen does not equal 1. As a result, all outstanding receivables that have not yet been deprecated are displayed.
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Time booked: The tile displays the total sum of all entries in the time recording for the current month in hours.
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Subscription run next month (gross) The tile displays the total of the subscription run planned for the following month (total from the tabs Invoices and Orders in the Subscription run module.
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Bank accounts total: The tile shows the total credit available in the bank accounts that you have saved in the Business accounts module.
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Total revenue running year (net) The tile displays the total sum of the field revenue_net of all invoices for the current year minus the field revenue_net of all credit notes for the current year. Only invoices and credit notes whose status is not “created” are considered.
In this tab, receipts of the type offers, orders, invoices, delivery notes and credit notes are displayed as tiles. If you tap on one of those tiles, the individual receipts are displayed including their date, number, name, status and amount. You can tap on the individual orders to view specific receipts. Here, more detailed information is displayed, such as the address of the name, the shipping method, the payment method, the products included, the order status indicator and the sales order protocol.
The settings allow you to change the login pin and your name, for example. Take a look at the following table to access more specific information on the possible actions in the Settings tab.
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Section |
Possible actions |
|---|---|
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General settings |
Tap on the pencil icon to change the PIN that you are using to log in to the Xentral Boss app. |
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Customization |
Tap on the pencil icon to change the name that is displayed in the Xentral Boss app. |
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Registration |
If needed, tap on the respective option to Renew the registration to connect the app to your or another Xentral instance (again). If you tap on Reset to default, the connection to the current Xentral instance is suspended and your PIN will be removed. With the help of the Delete registration option, you only cancel the current connection to an instance. |
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Support |
Here, you find several ways of getting support for setting up and using the app, either via email or in the Xentral help center. You can also view the currently used app version as well as the build number. |
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Legal information |
If needed, you can view the Company details, the Terms and Conditions, the Service description and the Privacy policy. |
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Data protection |
Here, you can use the option Firebase Analytics & Performance to (de)activate the provision of statistical data. |
For the connection to the Xentral API, a redirect of the authorization header from Apache to PHP needs to be set up. To achieve this, the following lines need to be inserted in the PHP-FPM configuration file:
<IfModule setenvif_module> SetEnvIfNoCase ^Authorization$ "(.+)" HTTP_AUTHORIZATION=$1 </IfModule>
Without this setting, the PHP variable $_SERVER['HTTP_AUTHORIZATION'] is not set. There is 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 for correct forwarding of the authorization header. The test script is available in the GitHub download area of Xentral. The file is named authtest.php.
Instructions for carrying out a test with the test script:
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Place the file inside the Xentral directory www. The exact location is not relevant. The file name is irrelevant as well, the only requirement being that the file must be accessible via the browser.
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Open the file in the browser. When first opening the file, an input field for the credentials is displayed. Enter any access data. All data is accepted.
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if the web server configuration is correct, the success message “authorization header present” is displayed. In case of an incorrect configuration, the login window keeps opening. Afterwards, you can simply click on Cancel.
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After finishing your tests, delete the file from the server.
No receipts are displayed In the Xentral Boss app. By tapping on the “red antenna” icon, it becomes clear that there is a network error. The cause of this problem may be missing permissions in Xentral. This problem is solved by connecting the app using the QR code of an 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: Assigning rights for receipts
To do this, search for API accounts in SuperSearch and open the module. There, you can find the API accounts for the Xentral Boss app. When the API for the app is called, the following hooks are to be set:
For each receipt, the hooks on the "get" and "list" permissions are sufficient. If this does not work, set all permissions for the receipt 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.
In the Xentral Boss app, the shipping service provider is not specified in the receipt types sales order and delivery note. In addition, under standard shipping, the wrong address appears on every delivery bill, or the address "Fuggerstraße 11, 86150 Augsburg" is always specified.