Financial Management Simplified: Introducing the Rex + Xero Integration

Xero and Rex CRM Integration graphic 1

In a significant move to streamline financial operations, Rex Software is proud to introduce the integration with Xero for our Rex Sales & Rentals CRM, specifically tailored to meet the unique demands of the New Zealand market. From invoice syncing to payment tracking, the integration introduces a series of functionalities designed to bring enhanced efficiency and accuracy to your financial operations.

Integrate Your Financial Workflows Effortlessly

Say goodbye to the hassle of unsynchronised invoices, double data entry and the errors that come with it. The Xero integration reduces the need to switch between systems and brings a suite of tools designed to simplify and refine your financial management processes:

  • Two-Way Sync: Achieve real-time accuracy between Rex CRM and Xero, ensuring your financial data is always up to date.
  • Streamlined Invoicing: Instantly raise invoices in Rex CRM and sync them with Xero, streamlining your billing process.
  • Payment Sync: Track payments made in Xero and synchronise them back to Rex CRM for comprehensive record-keeping.
  • Referral Invoices: Generate and send referral bills directly from Rex CRM to Xero, simplifying your referral management.
  • Custom Chart of Accounts: Tailor your chart of accounts to match your business needs for precise financial management.
  • Salesperson Invoices: Leverage Agent Ledgers to handle commission payments efficiently, eliminating the complexity of traditional pay runs.

Special NZ Focus: Salesperson Invoices

A standout feature for the New Zealand market is the handling of commission payments to agents using Agent Ledgers. Historically, handling commission payments has been a cumbersome process, often requiring manual effort or the employment of third parties. This integration provides a much-needed solution, enabling businesses to manage commission payments efficiently and stay up to date with minimal fuss.

A Comprehensive Accounting Solution

Beyond simplifying payroll, the integration between Rex Sales & Rentals CRM and Xero brings a multitude of benefits specifically designed for real estate agencies. Users can expect to see significant improvements in several key areas:

Time-Saving and Efficiency: The Rex CRM and Xero integration slashes administrative work by automating tasks like invoice entry and payment updates. This frees agents and staff to focus on client service instead of paperwork.

Financial Accuracy and Clarity: The two-way sync keeps financial data up-to-date and error-free across both platforms, enhancing decision-making with a consistent and accurate financial overview.

Enhanced Cash Flow Management: Payable and receivable invoice synching helps streamline billing and accelerate invoice payments, improving cash flow—a crucial aspect for business growth.

In Summary:

The integration between Rex Sales & Rentals CRM and Xero bridges the gap between your CRM and your accounting products, simplifying financial management for real estate agencies. By providing a solution that is both efficient and compliant, Rex Software is empowering agencies to focus more on their core business operations and less on the intricacies of financial management.

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