The Match feature allows you to quickly identify Receipt Bank items that already have a matching transaction in your Xero Bank Feed or Cash-Coded Payments.
This allows you to skip the normal process of publishing and approving Receipt Bank items in Xero. Instead, your items will be sent directly to reconcile against the Bank Feed, or your document images will attached to your manually created or cash-coded payments.
Matching items are determined based on:
- Matching supplier names
- Matching total amount
- Matching payment date (Match considers entries paid within 10 days of the document date, to allow for payment to be taken from the bank account).
When working in a Client Inbox, you may notice green and black icons in the ‘Match’ column of Xero-integrated accounts.
Bank Match [Black Icon]: A matching transaction has been identified in the Xero Bank Feed
Paperwork Match [Green Icon]: A matching transaction without an image has been identified in Xero’s Awaiting Payments or Reconciled Transactions
Hover your mouse over the ‘Match’ icon to review about your matching Xero transaction.
Bank Match Items:
Paperwork Match Items: