I made an incorrect match… what should I do?

Use the UNRECONCILE method to completely remove incorrect matches, ONLY this method will keep the Surgical Partners engine running smoothly…

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: