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How do I reconcile transfers & direct debits into DiviPay in Xero?

  • Updated

To reconcile a transfer or direct debit from your company bank account to your DiviPay Expenses Account in Xero you will need to:

  1. Open Xero

  2. Select your business bank account from the Xero Dashboard or Accounting tab

  3. Find the transfer into DiviPay under the Reconcile tab. It will be matched to the corresponding transaction in the DiviPay Expenses Account

  4. Click Okay

This will also update your statement balance in your DiviPay Expense Account. 

Please note, if you integrated DiviPay with Xero after the bank transfer was made you will need to mark the transaction as a transfer into the DiviPay expenses account and then manually reconcile it.