Differences between Xero & QuickBooks Online integrations with Loft47. Pricing Pricing in Canadian $ & USD $ Xero's cost for the standard version required to integrate with Loft is around $48/monthly (they change their prices, so visit www.xero.com ...
Sometimes a deal may collapse or fall through or you have to transfer funds from one deal to another, if this happens you will have to release funds you're holding. To do that, head to the Release Deposit menu in your deal to record this release. ...
Preparing for Real Estate Commission Audit There are a number of items that you can prepare to make an inspection or audit an enjoyable one. Below is a list of items that you can prepare: Have your bank reconciliations up to date for trust, ...
In this article, we’re going to explore how to leverage your Dashboard’s Requiring Attention side menu to clean up any outstanding items in your deals. Brokerage Dashboard Let’s tackle each section of the Deals Requiring Attention Menu, one menu at a ...
There are 4 steps to completing a month end review and bank reconciliation. Scroll to section 5 for Tips to troubleshoot differences. 1. Complete the bank reconciliation report in Xero. 2. Run the Subledger report in Loft. 3. Run a Balance Sheet ...