Bookkeepingpm with Xero is the first asset management platform that enables the use of traditional accounting software to manage service charge blocks. Experience unmatched wealth management and accounting capabilities built into a reliable and secure cloud platform.
By connecting your property management system with your accounting software, your business will run more efficiently and with greater transparency.
Choosing Bookkeepingpm as your Xero service partner gives you access to a best-in-class award-winning wealth management system built from the ground up to manage your portfolio, service costs, suppliers, budgets, and occupants.
Xero integrates seamlessly with the customer's bank account and Bookkeepingpm integrates seamlessly with Xero. Use one Xero account per building or one Xero account for up to 100 buildings, Xero always has an active and active cash balance.
Easily compile your complete portfolio and new steps with Xero and easily switch to Bookkeepingpm with just one click, Key blocks, units, tenants, service fee schedules, expense types, and rental information can be easily added to Bookkeepingpm.
Enter the new service cost estimate directly into Bookkeepingpm. This is easy for real estate managers. All service charge schedules and expense types are managed by Bookkeepingpm.
Bookkeepingpm will generate a request for service charges and provide proof of delivery. Payments are made either directly to Xero or via the Bookkeepingpm portal, whichever is easier for the tenant.
Details of all suppliers are retained by Bookkeepingpm for verification and use in all wallets.
Increase work instructions at Bookkeepingpm and suppliers can upload invoices accordingly
Invoices are managed by Bookkeepingpm, and customers can access Bookkeepingpm directly to participate in invoice approval routines if desired. Xero is ready to pay all sellers with instantly matching records on Bookkeepingpm.
Xero supports automatic transfers and direct withdrawals. This is the forefront of credit management and defense. Bookkeepingpm is used to send automatic reminders to non-payers. Xero produces a comprehensive debtor report for effective credit management.
Bookkeepingpm with Xero promotes openness with customers. Customers can track transactions in the Xero application and use Bookkeepingpm to perform more meaningful reports.