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How to publish to 'Bank Accounts' to reconcile paid items?

custom_only.pngSome of your items are ‘paid’ and some not. You can mark these differences from the ‘Item edit page’.

Start with associating a payment method for your paid items: 

  • Go to your ‘Account settings’ menu.
  • Open the ‘Maintain lists’ tab in the ‘Payment method section.
  • Add your bank accounts here.

 

Once finished with the payment method settings, you can go back to your Inbox and edit your items there.

Click on an item to open its ‘Item edit page’ and select publish to ‘Bank accounts’.

   

This will allow the item to appear in the ‘Account Transactions’ of the account you've specified. You can then reconcile the green matching items with one click in Xero.



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