Connecting Xero and Managing Settings

Agencies can connect Realhub to a Xero account to export vendor invoices to Xero and update property campaigns with vendor payments (optional).

Connecting Xero

1. In the Accounting module, select the Accounting Platform as Xero
2. Scroll to the bottom of the page and click Save Details
3. Once Saved, go back to the top of the page and click Connect to Xero
4. On the Xero login page, login using your Xero credentials
5. Xero will ask for approval to connect Realhub. Click Allow Access.
6. You will be redirected back to Realhub where you can now change the options for your Xero Integration

Xero Settings

• Sync Payments: Payments recorded in Xero will feed back into Xero against the campaign & invoice
• Default Invoice Status: When vendor invoices are exported to Xero, you can choose to have them appear in Xero as Authorised, Draft or Submitted status.
• Default Sales Account: The Xero account that will apply to invoice items
• Default Credit Account: The Xero account that will apply to credit items

You can disconnect the connection between Realhub & Xero at any time using the Disconnect from Xero button.