Xero Integration

Reconciling payments

There are many ways to reconcile payments in Xero, including individually against an invoice or automatic bulk actions: https://central.xero.com/s/article/Bank-reconciliation-in-Xero Once an payment is received and reconciled against an outstanding invoice in your Xero account, the following will be observed in your Block Angel account: If the full amount of the outstanding invoice was received, the […]

How to disconnect from Xero

Disconnecting from Xero You can disconnect your Xero account by following these steps Log onto Block Angel Navigate to “Companies” which is part of Admin section in side navigation Click your Management Company to view settings Choose Integration tab Click “Disconnect from Xero”        

How are Xero and Block Angel linked?

Introduction Block Angel offers the possibility of an integration with your Xero accounting tenant, in order to leverage the best out of both platforms.    This means you can fully define properties and owners in Block Angel, including all annual/ad-hoc payment demands and debt management associated with those properties – then rely on Xero to […]

Importing invoices and credit notes created in Xero to Block Angel

If you have created invoices or credit notes against Contacts directly in Xero, you can import these into Block Angel Ensure your Units in Block Angel are correctly synced to your Contacts in Xero Create an invoice or credit note on the Contact detail page in Xero Navigate to the Management Company modal, Integrations tab […]

Sending / downloading Payment Demand letters

Payment demands letters with the OPEN status can be downloaded to send by post or emailed directly to unit owners Navigate to Payment demands page Select the correct Management Company and financial year On the Open tab, you can multi-select the payment demands or select all on the open tab Selecting “Download demand letters” There […]

Create Payment Demands / Invoices

When the payment demands in the selected Management Company are ready to be issued to the unit owners as invoices, select Create Invoices + on the Payment Demands page (Draft tab) This action will create the associated invoices in your Xero account Note: The create action will only create invoices for payment demands with the […]

Connecting your Xero Tenant

Introduction Block Angel offers the possibility of an integration with your Xero accounting tenant, in order to leverage the best out of both platforms.    This means you can fully define properties and owners in Block Angel, including all annual/ad-hoc payment demands and debt management associated with those properties – then rely on Xero to […]

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