Overview
Data from Rental Property Statements (both monthly and annual statements) can now be extracted and published to Xero by creating a "receive money" transaction with the source document attached in Xero.
Instructions
- Once the rental property statements are uploaded and analysed, they will appear in the documents as listed below.
- Users can filter by "Rental Property Statements" type, which will then provide the statement Period and Owner Payments in the documents list.
- Data extracted will be displayed within the Rental Property Statemen's details page.
Xero
For Xero-integrated entities, users can publish rental property statements to Xero either as a bank transaction or as a Manual Journal, with the source document attached in Xero. This provides flexibility depending on how rental income and expenses are best recorded for your needs.
To choose your preferred method, click
or use to reveal both publishing options:
- Bank Transactions – Income and expenses are recorded as standard "receive money" transactions.
- Manual Journals – Offers precise control and the ability to include custom allocations or notes.