New Bank Match available for Beta Testing!


We now have an update of the Xero match feature which is in BETA release. Have a look at the new stuff below!
  • If an item in Receipt Bank matches a transaction on your bank feed in Xero, it now appears in the Payment column as "Paid: Bank Match!"
  • Hovering above the icon will result in this message:



  • Clicking on Autofill will result in automatic set up for the item to be published to Purchases as Paid with the linked Bank Account specified in the match:


  • The item is now ready to be published! You have just saved time and clicks with sending the item to the paid area in Xero for quick reconciliation!
Was this article helpful?
2 out of 2 found this helpful


Powered by Zendesk