Accounting workflows made for managing landlord clients

Xero for landlords provides you with standardised workflows to help you manage your landlord clients more efficiently.

It means all your landlord clients are on the same system, there’s no more chasing information, and no more adapting manual data entry to different workflows.

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How Xero can help

  • Standardised workflows

  • Auto coding and fast reconciliation

  • Dedicated report templates and Chart of Accounts

  • Xero Ask for information requests

  • MTD compliance

Save time and work even smarter with Xero

workflows

Standardised workflows

We have created four clear workflows to cover all of the possible landlord types, no matter how big or small, enabling you to successfully move all of your landlord base to Xero.

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Automation and reliability

Transactional  data from your client’s bank can flow automatically into Xero daily. This allows the use of our efficient bank reconciliation tools, which will save you a lot of time when preparing year end accounts and tax returns. 

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Dedicated templates

We’ve created a dedicated landlord report pack consisting of: summary and detailed income and expenditure reports, per properties reports, valuable insight reports, and chart of accounts to save you valuable time on manual processes.

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Time back

When you need to create reports, data flows directly from the single ledger into the report templates, so you don’t need to migrate data or waste time posting adjustment journals.

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Added value

When a client has a specific need, you can add extra data into their report and offer personalised advice and extra services, positioning you as their trusted advisor.

webinar

Xero for landlords on-demand

In this 45 minute on-demand webinar, our Xero experts will take you through:

  • Why landlords - an overview of Xero for landlords
  • New workflows - how to easily and efficiently manage your landlord clients in Xero
  • New report templates - a look at the report templates we can provide 
  • Making Tax Digital - what it means for landlords
  • Payment integrations - help your landlords get paid quicker

Further resources for your landlord clients

In these on demand webinars, find out how Xero makes it easy to manage a property portfolio. Use bank rules, cash coding and tracking categories to automate tasks. Connect direct bank feeds and payment services to handle payments and use reports to see the profitability of each property. View below or visit Xero Central.

Download your report pack

Fill in your details below to receive your Xero for landlords report pack consisting of specialised reports and a Chart of Accounts specifically for your landlord clients.

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Please download the Xero for Landlords Report Pack here.

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