Rentman-Xero Integration Audit & Setup

Our Rentman environment needs a focused audit so it can talk to Xero flawlessly. The priority is preparing the platform for accounting integration, with special attention to syncing invoices, costs, and payments accurately from Rentman into Xero. Automatic invoice transfer, precise cost allocation, and reliable payment reconciliation all have to work without manual patch-ups.

Here’s how the project breaks down:

• Audit the current Rentman configuration, iron out any issues that could block data hand-off, and optimise workflows, equipment and crew planning while you’re in there
• Clean up or configure Xero so the chart of accounts, tax codes, and tracking categories line up neatly with our operational data structure
• Build (or refine) the live link between the two systems, ensuring invoices, costs and payments flow in both directions with zero data drift
• Document every setting you touch so internal staff can maintain the setup long term, and outline a clear roll-back plan just in case

Acceptance will be based on:
– A successful test cycle showing an invoice created in Rentman appearing in Xero with correct line items, tax treatment, and matched payment status
– Cost lines landing in the right Xero accounts automatically
– Bank reconciliation in Xero matching the synced transactions without manual adjustments

Hands-on Rentman experience is essential; an AV-rental or events background will help you speak our language. Xero certification or equivalent expertise is strongly preferred, especially if you’ve handled operational-to-accounting integrations before. Clear, concise documentation and proactive communication throughout the engagement are must-haves.

Please mention the word “workflow” in your proposal so we know you read the post.