Xero

Xero is a leading online accounting system that helps small businesses better keep track of their business finances. From cash flow to bank reconciliation, it has all the tools to keep your business health on track. There is no software to install, no hassle to set up and no need to back-up.

Integrating PropertyMe with Xero

By integrating PropertyMe with Xero, every time you pay money from your trust account to your business account, PropertyMe will add the invoice details to Xero. This means that your data will be ready to auto reconcile the following day and your P&L will look squeaky clean!

Benefits

Once the connection is set up within PropertyMe, your agency data is automatically synced to the matched Xero accounts. This allows you to:

• Save time with data entry as your information is synced with the click of a button
• Reduce the risk of data entry error and speed up your Xero reconciliation process
• Easy to set up and begin using the integration
• Peace of mind knowing that accurate figures are transferred from PropertyMe to Xero

How to connect

Go to the Xero Integration page in the Settings section of PropertyMe and follow the step by step instructions to set up your connection. If you have any questions, please don’t hesitate to visit our Support Centre or send us a message.