How to “Remove and Redo” in Xero

Scenario

In this scenario the user has incorrectly matched money to the wrong invoice in Xero and synchronised that with Arthur, producing two problems.

  1. An incorrect allocation of a receipt to an invoice in Xero
  2. A corresponding allocation of the invoice in Arthur

The process of removing and redoing as explained below, is also relevant if you have reconciled the wrong receipt with the wrong transaction.

Step 1

Find the transaction in Xero by first going to your Dashboard and selecting you relevant Bank.

Step 2

Then select the reconciled transaction made.

Step 3

Once you have clicked “Remove and Redo” you will have unallocated the receipt from the invoice putting you back to where you where before reconciling. Now re-sync with Arthur and you will note that the receipt in Arthur tenancy statement has now gone. Image below

 

 

Still have a question?

Our support staff are ready to help with any technical issues.
To get in touch please use our online chat below