Dealing with Cash Payments (Xero Users)

Creating Cash Bank Account

If you have already got a cash/petty cash bank account please skip this step.

Go To Financials > Bank Accounts > “Add Bank Account”

Paying Off Charges

  1. Locate the Charge you you would like to pay off.

Paying off Charges in Arthur (Non-Xero/QuickBooks)

2. Run a sync (How to run a Sync with Xero). Once you have synced to Xero, the payments should appear in your Cash Account.

3. Locate the Cash Bank Account on Xero. You will need to switch on “Mark as Reconciled” feature.

4. Select the Cash Payments made and then reconcile.

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