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>Synchronise and Settings:
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!
Step 1: Create a ‘trial’ organisation in Xero
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
Step 2: Get your Arthur up-to-date.
Ensure that all units and properties have owners assigned to them
Ensure all your recurring charges are setup properly
Ensure all your registered deposit charges and registered deposit receipts are correct
Ensure that all your bank accounts in Arthur have the bank account name, sort code and account number fields completed
Look at the tenant balances, property owner balances, and tenant deposit balances reports and satisfy yourself that they are correct
Step 3: Configure Arthur & Xero to talk to each other: https://www.arthuronline.co.uk/tv/xero-integration-getting-started/
Please note: in the video we talk about mapping bank accounts. There will be nothing to map, so just press save button when you are in this screen
Step 4: Synchronise the systems & check the following reports:
Step 5: Subject to Step 4 being correct, return to Step 1 but this time connect to a live
Step 6: 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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