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:
In the Reconcile tab, next to the bank statement line you want to reconcile, click Find & Match.
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 check number.
- You can search multiple invoice numbers or references at once. Use the vertical bar (pipe) character ( | ) to divide each search item, eg INV-123|INV-124.
- You can find transactions entered for money you've both spent and received, by selecting the checkbox Show Received Items or Show Spent Items.
Click OK to reconcile.