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Processing bank reconciliation adjustments

Self-paced learning
Launch course

2 Advisor credits

Free

35 MINUTES

Learning objectives

  • How to use the Split feature to reconcile a Partial payment
  • enter a Bank Fee and Minor Adjustment
  • process an Overpayment and issue a refund

Course outline

    Understanding how to reconcile less straightforward transactions in the Bank Reconciliation is important to keep your process moving. In this course, we'll show you how to reconcile three common scenarios in the Bank Reconciliation.

    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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