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Webhook Notifications - Getting Started Guide
Webhook Notifications - Getting Started Guide What are Webhooks? Webhooks are automatic notifications sent to your server when something happens in Loft. Instead of constantly checking Loft for updates, Loft will "push" the information to you ...
Migrating from your Xero integration to a new Xero account.
In this article, we'll go over the steps required from you, the client, to ensure a smooth migration of one instance of Xero to another instance of Xero. The cost of migration from one accounting software integrated with Loft to another is $500 USD. ...
Migrating from 1 instance of QuickBooks Online to a new instance of QuickBooks Online
In this article, we'll go over the steps required from you, the client, to ensure a smooth migration of one instance of Quickbooks Online to another instance of QuickBooks Online. The cost of migration from one accounting software integrated with ...
QuickBooks Online Integration to Xero migration - Task list
In Article Navigation can be found to the right of this article or via the buttons below Important message Migration Prep Steps Mid Migration Steps !!Important Message!! QuickBooks Online >> QuickBooks Online Migration You can migrate to either Xero ...
Why is my transaction not posting to my accounting software?
In Article Navigation can be found to the right of this article or via the buttons below Activity Dashboard Status Definitions Troubleshoot Errors Known Errors If you're unable to see your transactions in your accounting software after you've posted ...
Xero to QuickBooks Online Integration migration - Task list
In Article Navigation can be found to the right of this article or via the buttons below Important message Migration Prep Steps Mid Migration Steps Important - Please read before you proceed! Xero >> Xero Migration You can migrate to either ...
Popular Articles
Adjusting your tax settings
Adding/Updating Brokerage Tax ID Head to your Brokerage menu (the menu with the gear cog), click Edit Settings Add/update your Brokerage's Tax ID Turning on Tax Reporting In your Brokerage Menu>Settings, scroll down to the Allowable tax year field ...
Best Practices for Month End Bank and Subledger Reconciliations
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 ...
RECA Trust payout for Outside Brokerages
The Real Estate Council of Alberta(RECA) may dictate Outside Brokerages to be paid in 2 steps and this article provides help on how to deal with this scenario in Loft. In this example the Brokerage holds $5,000.00 in Trust and will need to pay this ...
Partial Payout
To partially pay a deal, head to the payout commissions page and expand the line item to override the commissions and fees. Once you pay it out Loft will create a new payout line for the balance owing. * Important, if you're backdating your partial ...
How to Enter Commissions Correctly
How to use the Commission Page correctly Sales Price Use either the % or Flat Fee $ fields, if using the % fields, you can then use the Flat Fee/Bonus field to add an additional bonus No Sale Price Must use Flat Fee $ field Each Commission Side ...