Retention Track

James Coulson

Xero

Learn how to get started with our Xero integration

Getting Started with Xero

Connecting to Xero

How to map your Xero tax types to reverse charge categories so Retention Track tracks retention correctly under UK Domestic Reverse Charge (DRC).

Configuring Xero Tax Type Mappings

How to link a contractor in Retention Track to a contact in Xero — a prerequisite for creating Xero credit notes.

Linking a Contractor to a Xero Contact

Connect your Xero account, link your sales, retention and tax accounts, and pair your contractors with their Xero contacts.

Setup

How to manually refresh a Xero invoice or manual journal in Retention Track when changes made in Xero haven't come through automatically.

Syncing Xero Invoices and Manual Journals

How to release retention against a Xero invoice by creating a credit note from Retention Track.

Creating a Xero Credit Note

How to record retention withheld at the contract level by posting a manual journal to Xero.

Creating a Xero Manual Journal

Day-to-day Xero workflows: creating credit notes, raising manual journals, and syncing changes from Xero.

Daily Use

Xero integration frequently asked questions.

Xero FAQs

Answers to the most common questions about the Xero integration.

FAQs

Trust Center

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.