Re-Leased is designed to operate in conjunction with Xero’s Online Accounting software.
If you decide to use this Xero Integration, your Re-Leased data will be integrated with the data in Xero and will be kept up to date with regular nightly syncs.
Entities and transactions that can be managed in both Re-Leased and Xero:
- Contacts (Archiving/unarchiving must be done in Xero)
- Invoices (Income Invoices and Bills)
- Credit Notes
- Processing of Payments (Processing of payments can be done in either system, but any voiding/reversing needs to be done in Xero)
The items that can be managed in both Re-Leased and Xero are passed between Re-Leased and Xero as part of our syncing processes. The only transactions which are shared are Invoices/Bills, Payments, and Credit Notes. Re-Leased is an invoice based system, transactions processed using 'spend money' or 'receive money' in Xero are not shared between Re-Leased and Xero.
Entities and transactions that are managed in Xero only:
- Tax Types
- Chart of Accounts
- Tracking categories
- Voiding/reversing of Payments
- Reconciling of transactions
- Bank References
- Bank Name
- Particulars & Code
Once you are integrated with Xero, the items that are managed in Xero are no longer managed in Re-Leased.
Please Note: There is a 1:1 connection between each Re-Leased company and the corresponding Xero company. Once a Re-Leased company has been connected to a Xero company, it cannot be re-connected to any other Xero company.
There are several pieces of information that are synced between Xero and Re-Leased, and the sync direction is dependent on the type of information being passed.
You will no longer be able to manage your Tax Rates in Re-Leased. The sync is only one-way, from Xero to Re-Leased.
Chart of Accounts
You will no longer be able to manage your Chart of Accounts in Re-Leased. The sync is only one-way, from Xero to Re-Leased.
Tracking is managed in Xero. The sync is only one-way, from Xero to Re-Leased.
Contacts can be create, updated and unarchived in both Re-Leased and Xero; any new records will be synced between both systems. Contacts can only be archived in Xero.
Invoices and Credit Notes
Invoices and credit notes can be created in both Re-Leased and Xero, and they will be synced with each other.
Only 'Approved' or 'Awaiting Approval' invoices from Re-Leased will sync to Xero. Invoices in Re-Leased that are Draft will not be synced.
Voiding an invoice can be done in both Re-Leased and Xero and they will be synced with each other.
Invoices and Credit Note Attachments
Attachments on invoices and credit notes can be added in both Re-Leased and Xero and they will be synced with each other.
Payments on invoices and credit notes can be added in both Re-Leased and Xero, and they will be synced with each other.