Xero Integration

Integrating with Xero

To integrate your Rerun account with your Xero data file, please follow the steps below: 1. Configuring Rerun To start we'll connect Rerun to Xero allowing you to sync information between the two: Select Settings from the top menu Click on Sync along the left hand side Click Select Integration...

Syncing Errors

While syncing Rerun to Xero, you will need to watch for any error messages that are displayed during the sync process. These messages will point to the reason that the transaction did not sync into Xero. Once these errors have been addressed, you can successfully sync these Rerun transactions to...

Syncing Discounts

Xero handles discounts differently than Rerun, so when converting the discount from Rerun to your Xero file, the discount amount may sometimes be off. Because of this, any discrepancies due to rounding will be entered into a line item under your original transaction. The Rounding Account is one that Xero...

Reconnecting Your Xero Account

If your Rerun/Xero accounts become disconnected, please follow the steps below to reconnect the two accounts: 1) Go the Settings > Sync tab. From the drop down, you'll want to select Xero. A blue "Connect to Xero" button will appear. 2) A pop-up will appear to log in to your...

Invoices Are Not Created

Invoices are not created within Rerun and sent over to your accounting software. Rerun also doesn't have the ability to pay open invoices from your accounting software. When you run a transaction in Rerun and sync it over to Xero, it will create a paid sales receipt in your accounting...

Choosing Income Accounts

We understand the need to track where the revenue from your payment streams is posted in your accounting system. Tracking your revenue depends on which type of items you decide to use in your Payment Streams: Rerun Items, or Items synced from your accounting system. If you create your items...

Syncing Processed Payments

There two ways to sync the processed transactions from Rerun to Xero. 1) Click on the Sync button at the bottom of the Dashboard, Payments, Activity, or Settings tab. This will sync all items, taxes, customers, as well as to export processed transactions. 2) On the settings tab, click the...

Syncing One-Time Payments

When you sync a one-time payment from Rerun to your accounting software, Rerun will create a new item called "One-Time Charge". This item will be used in the new Sales Receipt/Invoice that is created in Xero.

Invoicing with Stripe and Xero

Important: If you are currently using Xero and Stripe, you'll notice that your customers can pay the Xero invoice online with their Stripe account. Please be aware that our Stripe integration and Xero integration does not work this way. When you sign up with Rerun and use your Stripe credentials...

Missing Xero Invoices After Sync

As noted in the Syncing Errors FAQ, you will need to watch while syncing Rerun to Xero for any error messages that are displayed during the sync process. These messages will point to the reason that the transaction did not sync into Xero. Once these errors have been addressed, you...

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