How to reconcile with Surgical Partners

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

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: