- 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
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.
More courses you might be interested in
5 Advisor CREDITS
Quarterly Product Update
Keep up with Xero's latest product updates and feature releases with our quarterly product webinar. Join us on the first Wednesday of each quarter for a deep dive into new product releases and what’s on the roadmap in the next 90 days within core Xero. View course
Positioning Making Tax Digital (MTD) to your clients
Want to get ahead of the curve and prepare your clients (and your practice) for Making Tax Digital? Find out how to communicate the changes to your clients, so you can make sure they’re MTD ready with minimal fuss, well ahead of the deadline. View course