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Xero for Loft47 Users

In this series, we’ll share best practices for operating your brokerage using Xero and Loft 47. Since you’re new to both, we’ll help you understand and utilize the time-saving features of Xero. We’ll help you to know what to do, and what not to do. We’ll walk you through real workflow to help you and your brokerage succeed.

Unit 1 – Xero Dashboard, Organizational Settings, Chart of Accounts, Conversion Balances

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Bonus Unit – Conversion Balance Demonstration

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Unit 2 – Invoicing and Loft Deals in Xero

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Unit 3 – Bill Payments

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Bonus Unit – Paying Franchise Headquarters

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Unit 4 – Reconciliation, Cash Coding, Bank Reconciliation Summary

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Unit 5 – Workflow & Reporting

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