Xero
Xero Settings
In this article we will outline Xero's API Settings & Mapping in Loft. Front End Mapping You’ll notice that you now can see back end mapping has been brought to your front end in Xero>Settings page under your Integration menu. *mapping settings ...
Multiple Brokerages/Xero Accounts Connection
As multi Brokerage user or Accounting firm assisting our clients, the new connections in Xero can get a little complicated. We've outlined three scenario's for users with either Multiple Brokerage access or multiple Xero Organizations. SCENARIO 1: ...
Xero Connecting/Disconnecting
Connecting to Xero Head to Integrations>Xero Click the green 'Connect Xero button Choose your Brokerage name from the dropdown ****If you have connected in the past you will see the option to continue with 1 Organization. Follow any login prompts ...
How Gross Commissions appear on your Xero Income Statement
When we set your Brokerage up we generally use a standard for mapping top line commissions as more than 90% of our Brokerages like to view the top line Gross Commissions and compare it against the outgoing commissions to Agents and third parties. ...
Xero Bank Feeds
This 3 minute video will assist you with setting up your bank feeds. https://tv.xero.com/detail/video/5131076292001/set-up-a-yodlee-bank-feed-in-xero For support assistance with bank feeds, or anything else related to Xero software, click the Login ...
Xero Contact Syncing
How profiles in Loft sync to Xero contacts and when When any transaction is posted Loft looks at the contact type and the existing Xero Contact. If the Contact does not exist in Xero, Loft will automatically create the contact in Xero and then link ...
Setup a Xero account
Sign up for Xero If setting up a new account: Navigate to Xero.com >Plans From Xero transfer acceptance: Purchase the standard/growing level Once purchased, fill out the form below and follow the prompts to purchase. Last day of your financial year ...
How are data and transactions shared between Loft and Xero
Loft to Xero data mapping
What journal entries does Loft post to Xero?
Processing transactions through Loft automatically generates the accounting entries in Xero. The following descriptions show you the results of Loft activities in your Xero accounting records. Deposits When you post a deposit to Loft you will see the ...
User Roles in Xero
Quick Reference of Xero User Roles Xero does have a number of options. You can have a user with invoice-only access which will allow them to post invoices and bills and enter payments against them. They then wouldn't have access to bank ...
Batch to Xero - Can't see the payout or other entries in Xero?
Head straight to the Brokerage>Xero menu and click Post Batch, this action will send all accounting entries over to Xero. Or it could be a batching error, if that's the case, trouble shoot here ...