In Xero, there are two ways you can unmatch reconciled transactions in your bank accounts: Unreconcile Remove and Redo The main difference is that...
Bank Accounts Guides
Xero Bank Accounts – How to Remove and Redo a Transaction
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...
Xero Bank Accounts – How to Unreconcile a Transaction
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...
Xero Bank Accounts – How to Edit a Bank Rule
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,...
Xero Bank Accounts – How to Create a Bank Rule
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...
Xero Bank Accounts – How to Restore a Bank Account
This guide will show you how to restore a bank account that has previously been archived in Xero’s demo company.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...
Xero Bank Accounts – How to Archive a Bank Account
If you no longer need to use a bank account in Xero that contains some transactions, you may archive the account. If the bank account is empty of...
Xero Bank Accounts – How to Delete a Bank Account
To delete a bank account in Xero, the account must not contain any transactions. If you would like to remove a bank account that contains...
Xero Bank Accounts – How to Create a Receive Money Transaction
You may have received some money in your bank account that does not relate to an invoice, refund or transfer transaction that is already set up in...
Xero Bank Accounts – How to Create a Spend Money Transaction
If you have spent some money that does not relate to a bill, refund or expense claim in Xero, you can create a spend money transaction for the item...
Xero Bank Accounts – How to Deactivate a Bank Feed
If you have a bank feed set up in Xero for your bank account, you may need to deactivate it for some reason. This is easy to do. In this tutorial,...
Xero Bank Accounts – How to Activate a Bank Feed
After you have set up a bank account in Xero, you may want to take advantage of automatic bank feeds. By setting up bank feeds, your bank...