How to Reconcile Rent transactions in Xero

This article shows you how to complete a reconciliation in Xero. This is an example of reconciling a rent in Xero. For other reconciliations, please contact the Arthur team.

Step 1: Add/Locate the transaction 

The first step is to add/locate the transaction you would like to reconcile in Xero.

Go to the Tenancy > Statement

How to Add Transaction

Step 2: Synchronise Arthur and Xero Together

To synchronise, click on Financials > Go To Xero Screen > Synchronise with Xero 

This will post the transaction over to Xero so you can reconcile the transaction with your bank feed.

Step 3: Reconcile 

Find the relevant bank account

This will redirect you to the reconciliation screen shown below.

To reconcile the transactions, you must locate the correct transaction to reconcile with the receipt on the bank statement.

Complete the reconciliation as shown below.

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