sblive Xero Guide

Once you have utilised the 3 tools above, you may still have transactions left. The following lists the additional steps to follow in order to reconcile remaining items:-

Find and match

In the Reconcile tab, next to the bank statement line you want to reconcile, click Find & Match.

Find the transaction and select the checkbox next to it.

To help you find the transaction, you can change the transaction order by clicking any column heading. Or search by name, invoice number or amount, reference or cheque number. Once located, click Reconcile.

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