Real Estate Investar Training

How do I run a sales radius search in My Valuer/My Research?

1. Click on My Valuer/My Research.
2. Order a Property Report.
3. Scroll down to Research Tools.
4. Click on Sales Radial Search.

What are the icons under the Map Tools for?

How do I see the advertised listing history on a property?

1. Click on My Valuer/My Research.
2. Order a Property Report.
3. Scroll down to the "For Sale History" section.
4. Click on View Complete For Sale History for more records. 

Can I retrieve my data if I decide to stop using Xero?

What do I allow for under the Other Purchase Expenses section in Property Analyser?

Capital improvements at purchase ($) - enter the amount for any capital improvements (renovations or repairs) you plan on doing after the property purchase (e.g. new kitchen or painting).

I am already using Xero, how can I integrate it with Portfolio Tracker?

How do I subscribe to a bank feed?

Once you have Xero setup, there is a button next to your bank account(s) asking you to get a bank feed. By clicking the button, you will get started with the process to suit your bank or financial institution.

Which bank feeds are currently supported?

There is an extensive list of banks now supported through Xero - https://help.xero.com/au/BankFeeds.

For those that Xero doesn’t support directly, they have a partnership with Yodlee to support all other banks and financial institutions.

Is Xero secure?

Xero’s security policies are modeled on those used by the banks. They use 128 bit SSL encryption, the same used for internet banking, and their servers are hosted on a tier-one hosting provider who monitors their servers and firewalls 24/7/365 at a guarded facility.

What is a Chart of Accounts?

A Chart of Accounts (CoA) is a list of all the incomes, expenses, assets and debts a person or company has or owns used in the general ledger of an accounting system. 

Real Estate Investar has worked with Xero to produce an investor focused CoA, but for everyone the CoA will be different based on your unique circumstance. This can be customised by the user.