Introduction to Realhub Accounting functions

Realhub offers accounting functions to help agencies manage their vendor accounts and provider invoice reconciliation.

The following finance functions are available within Realhub:

- Vendor invoicing including credit notes

- Provider invoice reconciliation

- Campaign contributions / payment receipts

- Campaign statements

If your agency uses Xero to manage your vendor invoicing and payments receipts, you can integrate Xero so that invoices export directly from Realhub, drastically reducing the volume of double entry required in re-entering campaign line items to Xero.

See our Agency Admin section to learn more about Connecting Xero and Managing Settings.

Accounting functions can be accessed from the Accounting option in the main navigation menu at the left of your page.

From here, you can access options from either the left sub-menu or the tabs across the top of the page.

• Invoices
  Edit, manage, approve and export vendor invoices, including credit notes
• Bills
  Upload bills from providers specific to one (1) campaign
• Campaign Contributions
  Add, edit, delete contributions, or mark contributions as received
• Order Reconciliation
  Reconcile provider invoices either against a specific campaign, or in bulk by provider & date range
• Campaign Statement
  View all activity (invoices, credit notes, bills, payments) for a campaign and download to .xlsx file
• Import Invoices
  Import vendor invoices from Xero