It is important that you have a basic knowledge of Xero and that you are able to setup a ‘New Organisation’ as a trial. For the purposes of the initial test you can use the default Xero chart of accounts. To view/access the page below go to Financials > Go To Xero Screen:
Please ensure that all your tenancies are entered and up to date, all your tenant, tenant deposit and property owner transactions are on and that your recurring charges are setup. It is pointless doing and initial test unless it’s real and complete data in Arthur!
*Do not add bank accounts*
Add any accounts codes that you may specifically need – otherwise leave blank
That’s it – no need to add anything else
Look at the tenant balances, property owner balances, and tenant deposit balances reports and satisfy yourself that they are correct
Choose the account you are integrating.
The screen below is similar in all three mapping tabs. For example, click on the ‘Mapping Account’ tab and press the save mapping button at the bottom of the page. Repeat this for ‘Mapping Bank Account’, ‘Mapping Tenancy’, ‘Mapping Units’, ‘Mapping Contact’ and ‘Mapping Tax Rates’
Step 6: Subject to Step 4 being correct, return to Step 1 but this time connect your real Xero account.
Step 7: After the synchronisation is complete you will see that Arthur would have created your bank accounts in Xero. You can then attach the bank feeds and start reconciling!
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