Medicare matches automatically, make sure the amount and reference code are the same and away you go…
In this example the reference code and amount automatically match for easy reconciliation.
Sometimes the amounts might match, but the reference codes will not. In these examples use find & match in Xero to locate the correct payment.
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