Overview
Utilmate is a complete data-to-cash subscription service that takes care of all your utility invoicing and customer communication. We provide an all-in-one system for suppliers of electricity, gas, hot/cold water and data services to multi-tenanted homes and businesses.
Our streamlined set-up process provides you with an industry compliant out of the box cloud service that will have you up and running in no time at all.
Utilmate is your billing solution that features invoice, payment and customer management. Reduce time to market with an easy-to-use, real-time charging and cloud billing solution.
Reduce manual data entry, save time and increase accuracy.
Utilmate + Xero
Utilmate imports customer payments daily from your bank accounts then allocates to the right customer. Each month, it posts some manual journals to Xero for the previous month's sales.
- POST Manual Journals: Provides journals (daily/weekly/monthly) to Xero for invoicing and adjustments.
- GET Bank Transactions: Receives customer receipts received in your bank account from Xero for reconciliation and will be reconciled against debtors in Xero.
- POST Invoices: Provides invoices created in Utilmate to Xero.
- GET Payments: Receives payments made against invoices posted to Xero.
Getting started
- You'll need a Xero Account and a Utilmate subscription.
- In Utilmate, press the Connect to Xero button, enable and login to Xero and authorise to allow access.
NOTE: Xero must be connected to your bank account and have matching accounts to the Utilmate manual journals. We can also produce more details journals (per building) or journals according to your existing Xero accounts.
