Preno

Jenish Patel

Max Podolian

Amelia Gain

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

Xero integration

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

Connect with Xero

How to select the correct bank account when integrating Xero with Preno.

Xero integration - What bank account should I select?

Summary on how the Xero integration works with Preno

How the Xero integration works

Connect with Xero: multiple accounts

Xero setup reminder

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

Different tax rates for your revenue

Jessica Kwok

Setting up your Xero integration

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

Refunding Imported Payments - Xero

Workflow of how the Xero Prepayments are allocated to the final invoice

How Prepayments are allocated in Xero

Reconcile Stripe payouts in Xero

How to add and reconcile the clearing account in Xero

Reconciling with a clearing account

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

Reconciling transactions in Xero

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

Double ups of transactions during reconciliation

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

Prepayment report in Xero

Reconciliation

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

Xero Invoice - Automatically set due date

Adding another recipient to your invoice in Xero

How to CC an agent or guest in a Xero invoice

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

Guest invoices

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

Invoice contact data

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

Invoice due dates

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

Line item descriptions

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

Tax and currency

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

Payments & Prepayments

Refunds of prepayments and payments & the effect in Xero

Refunds and overpayments

You can manually manage vouchers with Preno + Xero

Recording voucher sales with Xero

How Preno records taking payment for a booking in Xero

Creation of deposits and payments

Guest Invoices - under the hood

Xero Error - The specified bank account details does not match a known bank account.