Find multiple transactions and reconcile them with a matching statement line

Here's how to find multiple invoices, bills or account transactions entered in Xero and reconcile them with a single bank statement line. The sum of the invoices, bills or transactions must match the amount of the statement line you're reconciling.

To find multiple transactions and reconcile them with a matching statement line:

  1. In the Reconcile tab, next to the bank statement line you want to reconcile, click Find & Match.

    Image of the Find & Match link on the bank rec screen.

  2. Find the transactions and select the checkboxes next to them. Here are some tips to help you find the transactions:

    • Change the transaction order by clicking any column heading.
    • Search by name, invoice number or amount, reference or cheque number.
    • You can find transactions entered for money you've both spent and received, by selecting the checkbox Show Received Items or Show Spent Items.

    Image of the bank rec Find & selecting multiple transactions to match one invoice.

  3. Click OK to reconcile.

    Image of the bank rec Find & selecting multiple transactions to match one invoice and reconciling.