How Re-Leased works with Xero

Connection model

• Each Re-Leased company connects to one Xero organisation, keeping portfolios and ledgers aligned while allowing multi-entity businesses to connect multiple companies.
• Continuous two-way sync keeps key data updated in both systems with minimal manual effort.

Data that syncs

• Contacts: Tenants, landlords, and suppliers stay consistent so you always bill and pay the right party.
• Invoices and credit notes: Tenant invoices from leases sync to Xero accounts receivable; credit notes sync to keep balances accurate.
• Bills and supplier credits: Expense bills (recoverable OPEX/outgoings) from workflows sync to Xero accounts payable.
• Payments: Receipts and payments sync so statements and aged balances match across systems.
• Accounts, tax rates, tracking categories: Use your Xero chart of accounts and tax settings in Re-Leased.

Sync behaviour and control

• Automatic syncs (~every 10 minutes) reduce waiting. Manual syncs available when needed.
• Lease-driven documents originate in Re-Leased; accounting settings from Xero. You control via mappings and permissions.
• Error handling resolves mismatches quickly with clear messages and guidance.

Leases → invoices → cash

• Invoice creation follows leases: rent, reviews, renewals, and ad-hoc charges scheduled automatically.
• As invoices sync to Xero, use normal banking routines. Payments sync back keeping tenant balances aligned.

Recoveries and expense workflows

• Create expense bills and apportion recoveries using property data, then push bills, journals, and adjustments to Xero.
• Keep supplier records tidy and ensure recoverable costs are captured correctly.

Payments and reconciliation

• Digital payments help match payout transactions to invoices making bank reconciliation faster and cleaner.
• Bank activity remains auditable with deposits and payouts reconciling to underlying invoices.

Controls, tax, and reporting

• Use Xero tax rates and tracking categories on Re-Leased documents for aligned reporting.
• Map Re-Leased charge types to Xero accounts for consistent coding.
• Maintain audit trails: document histories, user actions, and sync logs evidence changes.

Security and access

• Role-based permissions ensure users see only what they should.
• Secure authorisation with disconnect/rotate access controls.

Common scenarios

• New lease: Re-Leased schedules rent invoices, syncs to Xero, team reconciles payments - balances stay matched.
• Service charge recovery: Capture bills, calculate allocations, sync AP documents; post journals where required.
• Tenant credit: Create in Re-Leased, sync to Xero so AR reflects changes with complete audit trail.

What doesn't change

• Xero remains source of truth for chart of accounts, tax rates, tracking categories, bank feeds. Re-Leased for lease data, schedules, property workflows. Together they form a single, reliable record across operations and finance.