Update the payment status of your invoices In this newly added column, you can see the status of your invoices.Add the column "Export status" to the overview.Go to the subfolder Invoices from the monetization_on Financial module.When your invoices have been exported to Xero, you can check in Rentman whether this was done correctly. You can view the status of your invoices in the subfolder Invoices from the monetization_on Financial module (see the section below). If you can't click Save , the fields were probably not correctly matched. Save your changes when you've matched all fields.To set up your ledgers in Xero go to Accounting > Chart of accounts. This is necessary, because their names may be slightly different. Next, you must match your ledgers, VAT rates and accounting software journal in Rentman to those in Xero.New invoices are always exported at 02:00 AM, on the days you choose here. You select all days that this should happen on. If you choose "On the following day(s)", Rentman can automatically send new invoices to Xero. If you choose "Start manually", you must click on the "Start export" button to send your new invoices to Xero. Note: when there aren't any new invoices, this button is not available. For the option Export automatically, choose one of the following:.Go to the settings Configuration module > Account > Extensions.After logging in, you can proceed with setting up automatic exporting.Log in with your account details in the pop-up.Under External extensions, go to Xero and click on the "Connect" button.Go to settings Configuration module > Account > Extensions.The contact person - only information from the Data tab of the contact is exported to Xero.The exact equipment items planned on the project - only equipment ledgers are exported to Xero.The payment status of the invoice - more information in the FAQ section.The project name and/or number - Xero focuses mainly on client information, but this information could go into the "Subject" field by way of variables.To prevent creating duplicate contacts, remember to match your contact names in Rentman to the contact names in Xero. Xero matches your Rentman contacts based on the contacts' names. This includes, for example, the company name, address, and phone number. Information of relevant contacts - The information of relevant contacts for your invoice is also exported."Subject" field of the invoice - The "Subject" field is exported to the "Ref" field in Xero.This includes VAT-rates, payment terms, invoice moments and invoice numbers. Invoice information - Invoices contain all financial information that you add in Rentman, and which is necessary for a complete overview and correct functioning in your accounting software.So in the invoices exported to Xero you will not find every piece of equipment or function you planned, only the ledgers which the equipment is assigned to. Read our article about managing ledgers in Rentman. Ledgers - In Rentman, invoices are split into multiple ledger rows which show the total amounts of each category.If you are interested in using the Xero integration in the United States, please contact Rentman Support. We recommend our Quickbooks Online integration for use in the United States. Note: the Xero integration is not available for Rentman users operating in the United States. This saves effort and is faster than exporting to an Excel-file from within the Invoices module. By connecting Xero to Rentman, you can let Rentman automatically export your invoices to Xero.
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