Getting started

If you have not used Prepaidly before, this order keeps surprises out of month end.

1. Open Sign In (see Sign-in and account). Use email and password, Create an account if you are new, or Login with Xero when your organisation uses that path.
2. Go to Connect to Xero. If you have no files yet, choose Connect to Xero; if you already have rows, use Connect New File for another organisation. Pick Demo Company when you are only testing.
3. In Xero Files, click Open on a connected organisation (use the search box if the list is long). The dashboard and sidebar apply to that tenant only.
4. Visit Settings for that tenant and set default prepayment / unearned accounts and your conversion date if your process uses them. Review the billing plan summary so you know active-schedule limits for that org.
5. Build one small test schedule from New Schedule or Import CSV, check the periods, then post one journal in a non-production org before you go live.