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How to automatically post settlements
How to automatically post settlements

How to set your account up to post settlements automatically

Kaylie Worbey avatar
Written by Kaylie Worbey
Updated over a week ago

We want to help users streamline their bookkeeping as much as possible, and Auto Posting is one of the features that enables us to do that.

The auto post feature is a setting turned on via the Settlement Settings page and it allows you to automate sending your settlements to Xero.

Once turned on any new settlements that land in Link My Books would be automatically sent to Xero or QuickBooks (from the date at which you turn on the feature).

Auto posting of settlements is managed by a clever algorithm which staggers sending settlements to Xero to ensure we don't hit their throttling limits when sending multiple settlements.

Settlements are sent in batches of 5-10 per 10 minutes.

If you have any questions about this article or feedback on how we could make it better please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].

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