To reconcile a DiviPay transaction in Xero:

  1. Click the 'Accounting' tab in the top bar 
  2. Select 'Bank Accounts' from the drop down
  3. Select the 'DiviPay Bank Account'
  4. Select the 'Account Transactions'  tab 
  5. Use the checkboxes to select which line items you wish to reconcile
  6. Click the 'More' button next to 'Remove and Redo' (you will need to enable the reconcile button - please see below)
  7. Select 'Mark as Reconciled' from the dropdown

Please note you will need to complete a one time step to view the reconcile button:

  1. Click the help icon in the top right hand corner (question mark icon) 
  2. Click "Enable Mark as Reconciled' 

A new button for batch reconciliation will appear. 

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