Guides

Help

Choose a topic, then open a guide. Start with Getting started if you are setting up a new account.

Getting started

Set up portfolios, properties, and tenancies in the recommended order.

• Getting startedThe recommended order for portfolios, properties, Xero, invoice branding, agents, and tenancy agreements.

Xero

Connect organisations, set up tracking and rent invoices, and see what each plan can post.

• Connect XeroConnect with the Manager account, use one Xero login for every organisation, then add or remove organisations.
• Xero plans and what you can postHow Simple, Ignite, and Grow and above change invoices, agent statements, and VAT in Rent Logger.
• Automated rent invoicesTurn on rent invoicing, map the income account, and continue from a Xero contact that is already being billed.
• Xero tracking categoriesWhy each property should have a tracking option, how to create the standard category, and how to link one that already exists in Xero.