Accounting integration
Your event invoices already in Xero, soon
The Xero connection is not open yet. It will create in Xero every invoice and credit note finalized in Joinways before the payment reaches the bank, so they will already be there at reconciliation.
Coming soon
Xero appears in the Invoicing tab of your integration settings, marked "Coming soon", and there is no organization to link yet.
Reconciliation first
Every invoice finalized in Joinways will exist in Xero before the payment lands in the bank, so reconciliation can suggest it.
A mechanism already in use
Pennylane already receives finalized invoices and credit notes with the client and the PDF. Xero will use the same mechanism with its own contacts, invoices, and credit notes.
What the Xero integration will do
A venue that invoices from Joinways and keeps its books in Xero has to enter everything twice today, or export once a month. With the connection, invoices will reach Xero with no data entry and no export.
Sales invoices created in Xero
Each invoice finalized from a signed proposal will be created as a sales invoice in Xero, with its lines and totals, and the PDF attached.
Credit notes that follow the invoice
A cancellation or reduction issued as a credit note in Joinways will be created as a credit note in Xero, allocated against the invoice it corrects.
One contact per client
The client on the invoice will be matched to an existing Xero contact or created once.
At a glance
- Category
- Accounting
- Availability
- Coming soon
- Setup time
- Not available yet
- Who can connect
- Not connectable yet
- What moves
- Planned: one-way, from Joinways to Xero
- Updates
- Not available yet
- Requirements
- Planned: a Xero organization, in any region
- Built by
- Joinways (native integration)
What will move between Joinways and Xero
- Sales invoices, with the PDF attached
- Credit notes, allocated to the invoice they correct
- Contacts, matched or created once
- A status per document: synced, pending, error
- No payments, proposals, or drafts
What it does not do today
- Not connectable yet: no Xero organization can be linked to a workspace today.
- No invoice or credit note reaches Xero from Joinways today: your bookkeeper records them as before.
- Joinways is not listed on the Xero App Store.
What Xero will change day to day
Reconciliation with nothing to hunt for
When the deposit appears in the bank feed, Xero will suggest the invoice created the day the proposal was signed, and one click will reconcile it.
The client invoiced in another currency
A group from abroad is invoiced in its own currency: the invoice will reach Xero as issued, and Xero will apply its rate and record the exchange difference.
The venue on Xero, today
Until the connection opens, the deposit invoice is issued from the signed proposal, by Joinways or through Stripe or Qonto, and your bookkeeper records it in Xero as before.
Frequently asked questions
Why connect Xero to Joinways?
Xero starts from the bank statement: transactions flow in from the bank feed, Xero suggests the invoice each one pays, and the bookkeeper confirms. That routine assumes the invoices are already in Xero. When they are issued in other software, they often arrive only at month end, and reconciliation waits.
The connection will reverse the order: each invoice will be created in Xero the day it is finalized in Joinways, with the contact and the PDF. When the deposit arrives, its invoice will already be there. Multi-currency will remain Xero's job: amounts will be sent as invoiced, and Xero will apply its exchange rates and work out the difference.
And until the Xero integration opens?
Invoices are issued from the signed proposal, by Joinways or through Stripe or Qonto, and your bookkeeper keeps importing them into Xero the way they do now.
If your books are in QuickBooks Online, the connection already exists. For Pennylane, automatic sending is live and needs only an API token.
Can I connect Xero today?
Not yet. Xero is in the Invoicing tab of your integration settings, marked "Coming soon". Pennylane and QuickBooks Online are the accounting connections available now.
Who is the Xero connection for?
Venues whose books are kept in Xero, whatever the organization's region: mostly in the UK, Australia, and New Zealand. Xero is not sold in France; Pennylane and QuickBooks Online are available now.
Will invoices be approved or draft in Xero?
We plan to create approved sales invoices, so they are suggested at reconciliation. This will be confirmed when the connection opens.
Show 5 more questions
What about payments?
Stripe payments will not be sent: Xero will see them through your bank feed or your Stripe feed and match them to the invoice the connection created.
Is multi-currency supported?
By Xero, depending on your plan: the connection will send amounts in the invoiced currency, and Xero will apply its own rates.
Does my accountant need a Joinways account?
No. They stay in Xero, where the documents and their attachments will arrive.
How do I get notified when it opens?
Tell us through the contact form that your books are kept in Xero: the number of venues waiting sets the order of the next connections.
Can I invoice from Joinways while Xero is not connected?
Yes. Invoices are issued from the signed proposal, by Joinways or through Stripe or Qonto, and your bookkeeper then records them in Xero the way they do now.
