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    Xero Online Financial Export

    Generate a finacial export for Xero Online in RMS.

    Decision Tree

    The Xero Online Financial Export can be sent via API connection or as a downloaded file from RMS.

    • Information
    • Use
    • Add Button

    Information

    The Xero Online Financial Export can be sent via API connection or as a downloaded file from RMS.

    Xero Online is accounting software that can be connected to RMS for both Cash & Accrual Accounting properties.

    The interface to Xero Online enables properties to map their General Ledger Account Codes to ledger movements and payments and export this financial information directly into the accounting software from RMS.



    Connecting Xero Online in RMS requires the Financial Interfaces module.



    Users will require Security Profile access to use this feature.



    • Use
    • Add Button

    Use

    1. Go to Utilities > Financial Interface in RMS.
    2. Select a Property.
    3. Select the Run Date.
    4. Select an Export Type.
    5. Select 'Build'.



    Selecting the Export Type 'API Send' will require a Xero login to connect to the property's Xero account.



    • Guide
    • Add Button

    Guide

    Go to Utilities > Financial Interface in RMS.

    Select a Property.

    Select the Run Date.

    Select an Export Type.

    Select 'Build'.

    The Export Type of 'API Send' will open a Xero login page and require connecting to the property's Xero account before the file can be sent from RMS.

    The Export Type 'Download Export File' will generate a .csv file export that can be manually imported into the property's Xero account.

    Use

    1. Go to Utilities > Financial Interface in RMS.
    2. Select a Property.
    3. Select the Run Date.
    4. Select an Export Type.
    5. Select 'Build'.



    Selecting the Export Type 'API Send' will require a Xero login to connect to the property's Xero account.



    • Guide
    • Add Button

    Guide

    Go to Utilities > Financial Interface in RMS.

    Select a Property.

    Select the Run Date.

    Select an Export Type.

    Select 'Build'.

    The Export Type of 'API Send' will open a Xero login page and require connecting to the property's Xero account before the file can be sent from RMS.

    The Export Type 'Download Export File' will generate a .csv file export that can be manually imported into the property's Xero account.


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