Got to reconcile your bank statement in a hurry? Or maybe you haven't reconciled your bank statement in a while... sound familiar? Well Cash Coding is for you! This feature in Xero allows you to reconcile multiple transactions, with just a few clicks! Watch our 4 minute video to see the our tips on how to do this correctly in your Xero file to get your bank statement up to date in record time!
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Ok, so you have overpaid a supplier and they are happy to return the funds to you. Excellent! Watch this video to see how you manage and reconcile this in Xero.
In this video is for you and explains what you need to do in Xero, request from the customer and reconcile on your bank statement.
Creating a supplier credit note is one way, so watch our video on how to do this in Xero.
Have you had a customer overpay you? This video shows you step by step how to treat and track the overpayment in your Xero organisation.
Does your bank statement balances match your internet banking balances?
In this video you'll see how to apply a part payment using the split feature in Xero.