Automatically export invoices to Xero

By connecting Xero to Rentman, you can let Rentman automatically export your invoices to Xero. This saves effort and is faster than exporting to an Excel-file from within the Invoices module.

Available for: Lite Classic Pro

Note: the Xero integration is not available for Rentman users operating in the United States. We recommend our Quickbooks Online integration for use in the United States. If you are interested in using the Xero integration in the United States, please contact Rentman Support.

What data is exported?

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  • Ledgers - In Rentman, invoices are split into multiple ledger rows which show the total amounts of each category. Read our article about managing ledgers in Rentman.
    Note: Only ledgers are exported to Xero. So in the invoices exported to Xero you will not find every piece of equipment or function you planned. 
  • 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. This includes VAT-rates, payment terms, invoice moments and invoice numbers.
  • The .pdf file of the invoice
  • Information of relevant contacts - The information of relevant contacts for your invoice is also exported. This includes, for example, the company name, contact persons and contact number.
    Xero matches your Rentman contacts based on the contacts' names. To prevent creating duplicate contacts, remember to match your contact names in Rentman to the contact names in Xero.

Connect to Xero

To connect Rentman and Xero:

  1. Go to settings Configuration module AccountExtensions.
  2. Under External extensions, go to Xero and click on the "Connect" button.
    Make sure your browser allows pop-ups.
  3. Log in with your account details in the pop-up.
  4. After logging in, you can proceed with setting up automatic exporting.

Setting up

  1. Go to the settings Configuration module > Account > Extensions.
  2. For the option Export automatically, choose one of the following:

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    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.

    If you choose "On the following day(s)", Rentman can automatically send new invoices to Xero. You select all days that this should happen on. New invoices are always exported at 02:00 AM, on the days you choose here.
  3. Next, you must match your ledgers, VAT rates and accounting software journal in Rentman to those in Xero. Click on one of the buttons to do so. This is necessary, because their names may be slightly different.
    To set up your ledgers in Xero got to Accounting > Chart of accounts.
  4. Save your changes when you've matched all fields.
    If you can't click  Save  , the fields were probably not correctly matched. Try this step again.

You can view the status of your invoices in the subfolder Invoices from the monetization_on Financial module (see the section below).

View the status of your invoices

When your invoices have been exported to Xero, you can check in Rentman whether this was done correctly. You do this as follows:

  1. Go to the subfolder Invoices from the monetization_on Financial module.
  2. Add the column "Export status" to the overview.
    Read how to add a column here.
  3. In this newly added column, you can see the status of your invoices.

Solving problems

My invoice was exported, but doesn't show up in Xero.
It can occur that an invoice could not be exported to your accounting software. In some cases, we can determine why this happens. You can check this as follows:

  1. Go to the subfolder Invoices from the monetization_on Financial module.
  2. Add the column "Export remark" to the overview.
    Read how to add a column here.
  3. In this newly added column, you can see the status of your invoices.

Unfortunately, we cannot always determine a clear cause for exported invoices that don't show up in Xero. See below for a list of known errors when generating invoices.

Known errors

  • There is no client added to the invoice

Frequently asked questions

How do I disconnect my Xero account?
To disconnect your Xero account from Rentman go to settings Configuration module AccountExtensions and click "Disconnect" Xero. You can also remove the authentication in Xero going to Settings > Connected apps.
What data from Xero will be visible in Rentman?
Users' chart of accounts and basic organization data will be available in Rentman
When are my invoices exported?
Either when manually clicking on start export. Or at 02:00 on the selected days.
Can I re-export my invoices?
Yes. Go to the subfolder Invoices from the monetization_on Financial module in Rentman, select the invoices you wish to re-export, click the More actions more_vert button and choose "Re-export to accounting software".
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