Xero

 

 

Freedom from spreadsheets

Utilmate together with Xero, you’ll be looking after your customers and not your spreadsheets

GET STARTED WITH UTILMATE TRY XERO FOR FREE

Utilmate + Xero integration features

FROM METER READ TO INVOICE AND EVERTYHING IN BETWEEN

 

Cloud based

ANYTIME, ANYWHERE

Utilmate's utility billing software is available anywhere, at any time. In the office, at home, or on-the-go, you're always connected. 

 

Automation and Exception Management

AUTOMATION & EXCEPTION MANAGEMENT

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

 

Dynamic Searching
DYNAMIC SEARCHING

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

 

User friendly crm

USER-FRIENDLY CRM

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

 

Activities

ACTIVITIES

Each interaction with your customer is recorded and follow-up activities managed.

 

Invoices and statements

INVOICES & STATEMENTS

Your most important piece of correspondence with your customer. Take our out-of-the-box template and customise to your brand.

 

Accounts receivable
ACCOUNTS RECEIVABLE

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

 

 

 

 

Credit and collecitons

CREDIT AND COLLECTIONS

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

 

Online self service

CUSTOMER PORTAL

Let your customers view and manage their own accounts including bill payment, move in/out, set-up direct debits and view their usage.

 

Maintenance

MAINTENANCE

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

 

Reporting

REPORTING

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

We've built Utilmate to help businesses like yours grow,

and we hope that we can achieve that for you.
GET STARTED WITH UTILMATE TRY XERO FOR FREE

 

How to connect to Xero

Watch the Get started with Utilmate and Xero video below on how to connect Utilmate with Xero
or follow the Getting started with Xero in our User Guide.

Xero

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 our 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.

Xero

Find out more or try Xero Accounting Software for free.

 
How it works

Utilmate / Xero workflowThe 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.