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.
The first step is to add/locate the transaction you would like to reconcile in Xero.
Go to the tenancy > statement
Here you can add your transaction
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.
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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