In Xero, there are two ways you can unmatch reconciled transactions in your bank accounts: Unreconcile Remove and Redo The main difference is that remove and redo has a bigger effect on the accounts. Let’s take a look at each of the functions before discussing which...
There are two ways you can unmatch bank statement lines from account transactions in Xero. The first way is to use the Unreconcile function. The second way is to use the Remove and Redo function. In this tutorial, we will perform the remove and redo function on a...
If you have incorrectly reconciled an account transaction to a bank statement line in Xero, you can correct it in one of two ways. The first way is to use the Unreconcile function and the second way is to use the Remove and Redo function. In this tutorial, we will...
In this tutorial, we will edit a bank rule that already exists in Xero’s demo company. While there are a number of bank rule variables you can edit, for this exercise we will change the general ledger code that transactions are being allocated to. You can copy...
Using bank rules in Xero is a great way to reduce the amount of manual work you need to do to reconcile your bank accounts. In this tutorial, we will create a bank rule in Xero’s demo company. You can copy the steps taken here by using the Demo Company in your Xero...
This guide will show you how to restore a bank account that has previously been archived in Xero’s demo company. Before restoring the bank account, we need to ensure it is archived. If you have not already archived a bank account in Xero’s demo company, please follow...
