Help
Agent statement scanner
Scan a remittance PDF into a draft statement, check the figures, then approve and post. Nothing is sent to Xero until you post. If the PDF lists several rooms, use Scan an HMO agent statement instead of this flow.
1. Open the scanner
Start from Agent Statements.
In the app
- Agents
- Agent Statements
- AI Document Scan
2. Upload and extract
Drop the PDF, or click to choose a file. Rent Logger extracts the statement and matches income and deductions.
- Drop your PDF here. PDF only. Maximum 30 MB.
- Prefer the original PDF from the agent, not a photograph of a scan.
3. Review and create a draft
Check the figures on Review Extracted Statement, then confirm.
- Click Confirm & Create Draft. That creates a draft in Rent Logger. It does not post to Xero.
- If there is no usable PDF, enter the remittance by hand instead. See Add a statement manually.
4. Approve and post
Open the statement, then move it into Xero when the draft is correct.
In the app
- Open the statement
- Approve
- Review Xero Posting
- Post to Xero
- How Simple, Ignite, and Grow post a statement is in Agent statements and Xero plans. The full plan matrix is in Xero plans and what you can post.
- To undo a post, or to remove a draft, see Reverse a posting and delete.