Reconciling payments the SP Way

Identify different payment types for optimal matching in Xero

At the conclusion of this module you should:

• Know to ONLY match payments to your statements in Xero
• Be able to identify different payment types in Xero
• Know how to match payments in Xero
• Know how to do an EFTPOS reversal
• Know what to do when a payment doesn’t match
• Know what to do if you make an incorrect match

This tutorial assumes you already have the following knowledge:

• Know how to reconcile in Xero
• Know how to locate bank statements in Xero

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

• Xero Central Learning