Xero integration

In-depth explanations of how the Xero integration works with Preno. This is written with accountants in mind.

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23 articles in this collection
Written by Max Podolian, Amelia Gain, Kevin Soo and 2 others

Setting up your Xero integration

Connect with Xero

How to connect Xero to your Preno account to streamline your accounting

Written by Amelia Gain
Updated over a week ago

How the Xero integration works

Summary on how the Xero integration works with Preno

Written by Jenish Patel
Updated over a week ago

Connect with Xero: multiple accounts

How to map to multiple accounts in Xero

Written by Jessica Kwok
Updated over a week ago

Xero setup reminder

Common errors when setting up Xero

Written by Jessica Kwok
Updated over a week ago

Different tax rates for your revenue

How to set up different tax rates for your revenue in Xero

Written by Jenish Patel
Updated over a week ago

Reconciliation

Refunding Imported Payments - Xero

How to record a refund for a booking with an imported payment

Written by Jenish Patel
Updated over a week ago

Reconcile Stripe payouts in Xero

Written by Max Podolian
Updated over a week ago

Reconciling with a clearing account

How to add and reconcile the clearing account in Xero

Written by Jenish Patel
Updated over a week ago

Reconciling transactions in Xero

Preno sends through invoices, prepayments and payments for you to reconcile

Written by Amelia Gain
Updated over a week ago

Double ups of transactions during reconciliation

If you don't void the payments & invoices when you rollback bookings, it'll look like you have a lot of duplicates

Written by Amelia Gain
Updated over a week ago

Prepayment report in Xero

How to run a report in Xero to view all your Prepayments

Written by Jenish Patel
Updated over a week ago

Guest Invoices - under the hood

Xero Invoice - Automatically set due date

How to automatically set a due date for invoices generated in Xero

Written by Jenish Patel
Updated over a week ago

How to CC an agent or guest in a Xero invoice

Adding another recipient to your invoice in Xero

Written by Jenish Patel
Updated over a week ago

Guest invoices

When they're created automatically, and how to manually create them

Written by Amelia Gain
Updated over a week ago

Invoice contact data

Information is sent about the primary guest to Xero in the form of a Customer Contact.

Written by Amelia Gain
Updated over a week ago

Invoice due dates

The guest invoice is raised with a due date the same as the checkout date

Written by Amelia Gain
Updated over a week ago

Line item descriptions

The name of items in Preno will be the name of the item in Xero

Written by Amelia Gain
Updated over a week ago

Tax and currency

Unit prices are sent by Preno inclusive of tax and we don't send currency data

Written by Amelia Gain
Updated over a week ago

Payments & Prepayments

These are created based on the record of payments for a reservation

Written by Amelia Gain
Updated over a week ago

Refunds and overpayments

Refunds of prepayments and payments & the effect in Xero

Written by Amelia Gain
Updated over a week ago

Recording voucher sales with Xero

You can manually manage vouchers with Preno + Xero

Written by Amelia Gain
Updated over a week ago

Creation of deposits and payments

How Preno records taking payment for a booking in Xero

Written by Amelia Gain
Updated over a week ago

Troubleshooting

Checkout and fix later

Automatic Xero troubleshooting errors during checkout

Written by Kevin Soo
Updated over a week ago