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Utilmate + Xero integration features

From meter read to invoice and everything in between

Anytime, Anywhere

Anytime, anywhere

Utilmate’s cloud solution keeps you connected anytime, anywhere—at the office, home, or on the go.

Customer portal

Customers manage their accounts, pay bills, set up direct debits, move in/out, and view usage.

Credit and collections

Automated collections paths, varying for different customer groups and all activities.

Automation and exception management

All key invoicing and collection processes are fully automated. The dashboards enable you to quickly view exceptions.

Accounts receivable

Invoicing, receipting and adjustments updating customers in real time. No delays.

Invoices and statements

Your most important piece of correspondence with your customer. Get your invoice looking the way you want it. Add your own logo, branding, payment terms and more.

Dynamic Searching

User friendly dynamic searching allows customers, contact, sites and meters to be found quickly and easily.

Maintenance

A range of maintenance function for you to control system set-up and outputs.

Reporting

An extensive range of useful and insightful reports produced daily, weekly and monthly.

Mobile Meter Reader

Equipt your meter readers/field agents with the ability to enter meter readings and record notes using a smartphone or tablet device to transmit to your office.

Customer Support

Our support team are available via email, online chat and ticketing system. Video tutorials and our extensive knowledge makes Utilmate even easier to use!

Seamless Integrations

Utilmate effortlessly integrates with our chosen partners and integrations to help automate your billing and collection processes.

User Friendly CRM

All customer, contact, accounts receivable, credit control, site, meter and usages information in one place.

Xero is world-leading online accounting software built for small business.

Get a real-time view of your cashflow
Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.

Run your business on the go
Use the mobile app to reconcile, send invoices, or create expense claims - from anywhere.

Get paid faster with online invoicing
Send online invoices to your customers - and get updated when they’re opened.

Reconcile in seconds
Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

How it works

The Utilmate-Xero integration does two things:

1

Each day, Utilmate imports all customer payments from your bank accounts (provided you already have them connected to Xero) into Utilmate and allocates them to the right customer.

2

On a weekly or monthly basis, Utilmate posts some manual journals to Xero for the previous months' sales. This reduces manual data entry, saving you time and increasing accuracy.

Before turning on this connection, you'll need to:

1

Consider the end of month journals you want to flow from Utilmate to Xero. If you want more detailed journals than the default ones we provide, please talk to us. For example - journals for separate buildings or sales for different utilities (electricity/gas etc) broken down.

2

If you use third-party direct debit or credit card providers, they may pay into your bank account in one lump sum, rather than individual customer payments. If this is the case, you’ll still need to process these payments using our receipts import interface.

3

The connection will import all payments received to your bank account and then assess them as to whether they are a customer payment or not. It's not recommended to have customer payments coming into a separate bank account than your normal business transactions such as payroll etc so we don’t need to import or see them.

Level 8, 139 Quay Street, Auckland 1010, New Zealand

NZ: 0800 947 901 Aus: 1800 952 579 US: 877 978 1677 enquiries@utilmate.com

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Freedom from spreadsheets

Utilmate + Xero integration features

From meter read to invoice and everything in between

Xero is world-leading online accounting software built for small business.

How it works

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