Reconcile your petty cash account

To reconcile the petty cash account, use the Mark as Reconciled option in Xero. You'll need to turn on the Enable Mark as Reconciled option first, from the Account transactions tab.

Turn on Enable Mark as Reconciled option from the Account transactions tab

Turn on the Enable Mark as Reconciled option if you've never marked transactions as reconciled in this bank account before, or you've turned off the option.

  1. In the Accounts menu, select Bank Accounts.
  2. Click the bank account name that includes the transaction you want to mark as reconciled. You'll now be on the Account transactions tab.
  3. Click the question mark icon Image of the question mark icon. then select Enable Mark as Reconciled. (If you've already turned this on, you'll only have the Disable Mark as Reconciled option.)

    Image of Help > Enable mark as reconciled.

Reconcile the account transaction

Now that you've turned on the Enable Mark as Reconciled option, you can reconcile the account transaction.

  1. Select the checkbox for the account transaction you want to reconcile.
  2. Click More, then Mark as Reconciled.

    Animated image showing mark as reconciled button.