Xero integration (Accounting)
In-depth explanations of how the Xero integration works with Preno. This is written with accountants in mind.
By Amelia and 4 others5 authors35 articles
- Connect with XeroHow to connect Xero to your Preno account to streamline your accounting
- How the Xero integration worksSummary on how the Xero integration works with Preno
- Xero integration - What bank account should I select?How to select the correct bank account when integrating Xero with Preno.
- Connect with Xero: multiple accountsHow to map to multiple accounts in Xero
- Xero setup reminderCommon errors when setting up Xero
- Default due date for Xero InvoicesHow to change the default due date for Xero invoices raised through Preno
- Different tax rates for your revenueHow to set up different tax rates for your revenue in Xero
- Send Xero invoices automatically as approved and emailedUse this to send invoices to guests directly from Xero when you create them in Preno.
- Refunding Imported Payments - XeroHow to record a refund for a booking with an imported payment
- How Prepayments are allocated in XeroWorkflow of how the Xero Prepayments are allocated to the final invoice
- Reconcile Stripe payouts in Xero
- Reconciling with a clearing accountHow to add and reconcile the clearing account in Xero
- Reconciling transactions in XeroPreno sends through invoices, prepayments and payments for you to reconcile
- Double ups of transactions during reconciliationIf you don't void the payments & invoices when you rollback bookings, it'll look like you have a lot of duplicates
- Prepayment report in XeroHow to run a report in Xero to view all your Prepayments
- How to CC an agent or guest in a Xero invoiceAdding another recipient to your invoice in Xero
- Guest invoicesWhen they're created automatically, and how to manually create them
- Invoice contact dataInformation is sent about the primary guest to Xero in the form of a Customer Contact.
- Line item descriptionsThe name of items in Preno will be the name of the item in Xero
- Tax and currencyUnit prices are sent by Preno inclusive of tax and we don't send currency data
- Payments & PrepaymentsThese are created based on the record of payments for a reservation
- Refunds and overpaymentsRefunds of prepayments and payments & the effect in Xero
- Recording voucher sales with XeroYou can manually manage vouchers with Preno + Xero
- Creation of deposits and paymentsHow Preno records taking payment for a booking in Xero
- Final Xero invoice total is incorrectWhat to do if you've checked out your booking, Final Xero invoice total is incorrect
- Unable to find payments/refunds in XeroWhat to do if you're unable to find your payment or refund in Xero while reconciling your bank account
- Failed to add payments to the invoice in XeroThis usually happens when the deposit has been created in Preno, but not created in Xero
- Checkout and fix laterAutomatic Xero troubleshooting errors during checkout
- Prepayment cannot be allocated as the allocation amount is greater than the amount remaining on the PrepaymentBackground, causes and how to handle this error.
- The IPayable cannot be appliedThis error occurs when a prepayment has been deleted
- Failed to load tracking optionsThis error generally occurs during setup of the Xero integration
- Voiding prepayments with XeroDue to a limitation in Xero, prepayments need to be manually voided
- Xero Error - Bank account details doesn't matchXero Error - The specified bank account details does not match a known bank account.
- Payments can only be made against Authorised documentsPlease use the guidance in this article if you see an error message "Payments can only be made against Authorised documents" In simple terms; this error means that an Invoice…