Rentman-Xero Integration Audit & Setup -- 2

Our Rentman environment needs a detailed audit to enable flawless integration with Xero for accounting purposes. The focus is on syncing invoices, costs, and payments with accuracy. Automatic invoice transfer, cost allocation, and payment reconciliation must work seamlessly without manual fixes.

Key requirements:
- Certification in Xero (or equivalent expertise) is mandatory.
- Hands-on experience with Rentman is essential.
- A background in AV-rental or events management will help align with our business needs.

Responsibilities:
• Audit our current Rentman setup to resolve data hand-off issues and optimize workflows.
• Configure Xero so its data structure aligns with operations—charts of accounts, tax codes, and tracking categories included.
• Ensure a live link between Rentman and Xero is fully functional for transaction syncing.
• Document all settings updated for internal reference, along with a rollback plan if needed.

Acceptance Criteria:
– Successfully synced invoices appear in Xero accurately reflecting line items, tax treatments, and payment statuses.
– Cost items are matched to correct accounts automatically within Xero.
– Bank reconciliations match transactions without manual efforts.

⭐️ Certification note: Include the word "workflow" in your proposal if you meet these requirements and are interested in this project.