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 and choose Xero
- Click the Connect to Xero button and you’ll be asked to confirm your Xero account credentials, allowing Rerun to work with Xero. You only need to do this once.
2. Gathering Details
The Income Account to record Revenue: This is for an item created in Rerun, so when a successful Payment Stream is synced to Xero, we can specify to what general ledger account to post the revenue from the sale of the item.
The Account to record Cost of Discounts: This is for a Payment Stream Discount created in Rerun, so when a successful Payment Stream that includes a Discount is synced to an accounting app we can specify to what general ledger account to post the discount.
The Cash/Banking Account to record Payments: When a successful Payment Stream is synced to an accounting app we can specify to what general ledger account to post the amount of the deposit.
3. Syncing
The first time through, we recommend performing a global sync by clicking the button in the bottom-left corner. Going forward, you can select which parts of Rerun you wish to sync. Typically, you’ll want to sync your transactions daily, and the rest of your data as needed.
Please Note: Rerun does not automatically sync with Xero.
4. Paid Sales Transactions
When you sync (Export) Transactions, you’ll be sending a Paid Sales Invoice in Xero. You’ll notice that the Rerun Transaction Number (RTxxxx) will sync to the Reference Field and Xero will assign each transaction an Invoice #. Sales discounts, credit card surcharges and sales tax are also synced. Rerun does not apply payments to open invoices in Xero.
5. Viewing Payments
View transactions in the Paid Invoices List. You'll see in the History & Notes section of your invoice that a payment was received, following the date and amount that was charged.