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What You Need to Know When New to Xero

The two systems are connected via Xero API (Advanced program interface) which controls the data between the two systems and defines how they behave together.

Clients who self-manage are less likely to encounter problems compared to those that manage for 3rd parties. That is because they simply have to handle the tenant’s statement and are simply posting rents to Xero

The client who manages for 3rd parties will have a steeper learning curve as they post owner statements and most of the issues that arise are because the balance on these statements to do not balance with their counterpart on Xero. For this reason, understanding how the two systems work is paramount to avoid problems and enjoy the user experience.

If the Arthur team has not onboarded the client then it is likely the client will be unaware of the nuances of such a relationship and if unfamiliar with Xero the likelihood is they will cause issues for themselves. Our onboarding service includes 4 hours of training and we highly recommend this approach.

 

We have created articles below to help you with your decision:

Understanding how Arthur and Xero work

To understand this relationship in detail we recommend you review this article 

If you want to integrate yourselves

Please review the checklist article of things to get together in Arthur prior to integrating

Integrating yourself to a clean Xero

To integrate yourself to a clean version of Xero please review this article

Integrating yourself to an existing Xero

To integrate yourself to an existing version of Xero please review this article

Troubleshoot transactions not posting and what not to do in Xero

This is covered in this article

If you require further Xero articles post your integration

Please see all further Xero related articles

If you require help from the Arthur team post your own integration

Any support post-integration will be subject to a cost. Please review this article for pricing

Should you decide on the Arthur team to integrating you

To carry out the integration and provide training please review this article for pricing

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