First navigate to the Settings area by clicking on your company name in the upper right, then select Settings.
In the gray navigation area on the left, choose Xero Automations.
Invoices
Automation Preference
Disabled - ProRata will not pull over invoices from Xero
Semi-automated - ProRata will periodically check for new invoices in Xero but subscriptions and revenue will have to be imported manually in ProRata.
Automated - ProRata will periodically check for new invoices and when possible, import subscriptions and revenue into ProRata.
Date Preference
ProRata will try to determine the start date of the subscription using various fields from Xero.
Manual - You will need to manually enter the start and end dates in ProRata.
Invoice date - Always use the invoice date
Due date - Always use the due date
First of next month - It will always use the first of the month following the invoice date.
Parse description - ProRata will look at each line item for dates in the format of xx/xx/xxxx. The first date found will be the start date and the second will be the end date.
Credit Memos
Automation Preference
Disabled - ProRata will not pull over invoices from Xero
Semi-automated - ProRata will periodically check for new adjustments in Xero but adjustments must be applied manually.
Automated - ProRata will periodically check for new adjustments and when possible apply them automatically.
Default Type
There are two types of adjustments: adjustments and churn. Churn should be selected if a customer cancelled the subscription and you would like to mark that subscription as churned.
Additional Options
Automatically skip transactions on or before
If set, ProRata will "Skip" any transaction with a date on or prior to the selected date.
Click Save when your done!