Xero Integration checklist

Created by RevQore Support, Modified on Wed, 21 Feb 2024 at 10:52 AM by RevQore Support

This article is linked to Understanding the Xero integration and should be read in depth before looking at this checklist. This is a list of things you must check before syncing/integrating with Xero. Doing so will ensure an integration with minimal hitches. See below.

Before you integrate with Xero you must:

  1. Make sure that the Forename and Surname fields in Xero are populated (if you are performing an Existing Integration)
  2. For each of the tenancies check that the email addresses in Arthur for tenants are formatted correctly and that you only have one email address per applicant/tenant
  3. Ensure that you have the correct "default bank account" set up in Arthur
  4. Check the default bank accounts and rent accounts are correct for each of the tenancies
  5. Ensure that all units and properties have owners assigned to them
  6. Ensure your recurring charges are setup properly using the correct analysis code "Rent Charge" or "Direct rent" which is dependent on your business type
  7. Ensure all your registered deposit charges and registered deposit receipts are correct
  8. Ensure that all your bank accounts in Arthur have the bank account name, sort code and account number fields completed
  9. Look at the tenant balances, property balances and tenant deposit balance report and satisfy yourself that they are correct.

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