The reference codes on my payments aren't the same, but the amounts match. Should I still match this payment?
No. Both the reference code and the amount need to match in Xero, for the reconciliation to be correct.
This tutorial assumes you already have the following knowledge:
- Basic knowledge of your Practice Management System. eg. Best Practice, Pracsoft, Genie Solutions etc...
- Xero user knowledge including reconciling, bank statements
If you do not already have these skills, please refer to:
- Xero Central Learning
- Your Practice Management System’s Online Knowledgebase