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: