Business software
Block accounts
Review transactions before they reach the workbook.
Block accounts brings import, matching and review into a shared workflow while retaining the property workbook as the accounting record.
Why it matters
Copying paid invoices and bank receipts into property workbooks makes matching, allocations and reconciliation a repeated manual task. Workbook layouts can differ between properties.
Import and compare the records
Bring paid Xero expenses and bank transactions into review. Dates and payment markers provide evidence for matching, rather than proving a duplicate or omission on their own.
Separate cash from allocations
An unidentified tenant receipt can affect block cash before it is allocated to a unit. Transfers between the block’s accounts need separate treatment from tenant income and supplier costs.
Review before updating
Approve changes before they are written to the workbook. Transaction history and recovery information help trace what changed and check the resulting records.