How to reconcile with Surgical Partners

When you use Surgical Partners, you only match payments, you don't create bank rules in Xero.

Reconciling-for-Surgical-Partners

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 chart of accounts, reconciling, bank statements

If you do not already have these skills, please refer to: