Xero integration
Connect Xero so closing fee drafts, overdue balances, and paid invoices reach your accounting team on the right Joymore file, while Xero stays your accounting system.
What Joymore does
If your brokerage keeps its books in Xero, your accounting team already manages invoices and contacts there. Joymore connects to Xero so a closed file can start a draft invoice for review, and invoice status can reach the matching transaction file and the right teammate.
Once Xero is connected, Joymore automations can react to Xero events, like a new or updated invoice or contact, and run Xero actions, like creating a sales invoice or finding an invoice. Joy can also work in Xero when someone on your team asks her to.
What you can do
- Draft a closing fee invoice. When a file closes, a ready-made automation prepares your configured fixed closing fee as a draft invoice in Xero for your accountant to review.
- Flag overdue invoices. Each day, an automation checks a mapped set of Xero invoices and brings overdue balances and file context to the accounting teammate you choose, without messaging customers or changing records.
- Note zero balances on the file. On a schedule you choose, an automation checks a linked Xero invoice and notes a zero amount due on the matching Joymore file.
- Look up an invoice or contact. Joy can find a Xero invoice or contact and share the details with your team when asked.
Ready-made automations
From the Joymore automation library.
Alert accounting about overdue invoices
QuickBooks
XeroFlag overdue mapped invoices for internal accounting review
Each day
FinanceView automationDraft fixed fee invoices in Xero
XeroPrepare a configured fixed closing-fee invoice draft in Xero
When a file closes
FinanceView automationLog zero invoice balances
XeroNote the observed zero Xero invoice amount due on the mapped Joymore file
On your chosen schedule
FinanceView automation
Available once connected
What automations can use in Xero.
Events Joymore can react to
- New or Updated Contact
- New or updated invoice
- New or Updated Quote
- Webhook Event Received (Instant)
Actions Joymore can run
- Add Items to Existing Sales Invoice
- Bank Statements Report
- Create Bank Transaction
- Create Bill
- Create Credit Note
- Create Employee
- Create History Note
- Create Item
- Create or Update Contact
- Create or update contact
- Create Payment
- Create Purchase Bill
- Create Sales Invoice
- Create tracking category
- Delete tracking category
- Delete tracking category option
- Download Invoice
- Email an Invoice
- and 21 more
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
Xero and Joymore questions
How do I connect Xero to Joymore?
Sign in to Joymore, open Settings, and connect your Xero account. You can connect it for your whole brokerage or for a single user.
Does Joymore send invoices to clients from Xero?
Not in the ready-made automations. The closing fee automation creates a draft for your accountant to review, and the overdue automation alerts your team without contacting customers.
Does Joymore handle trust or escrow accounting in Xero?
No. Joymore is not an accounting ledger and does not replace your trust, escrow, commission, or payroll accounting. Xero stays your accounting system.
Do agents have to do anything in Xero?
No. Xero work stays with your accounting team, and agents keep working as they do today.
