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Creating transactions while reconciling

Self-paced learning
Launch course

2 Advisor credits



Learning objectives

  • How to setup a Petty Cash account, transfer money to, and manually reconcile this account
  • create a Bank Rule, order Bank Rules and reconcile Bank Rules
  • use Cash Coding

Course outline

    In this course, we'll show you how to create and manually reconcile a Petty Cash account, including using the transfer feature within the Bank Reconciliation. We'll also go more in depth with Bank Rules and how to reconcile using Cash Coding.

    Note: This is part of initial Xero Certification as Elective course or can be taken as part of maintaining Xero Certification.

    Download the Quick reference guide for the course.

Topics covered

  • Bank

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