To reconcile a DiviPay transaction in Xero:
- Click the 'Accounting' tab in the top bar
- Select 'Bank Accounts' from the drop down
- Select the 'DiviPay Bank Account'
- Select the 'Account Transactions' tab
- Use the checkboxes to select which line items you wish to reconcile
- Click the 'More' button next to 'Remove and Redo' (you will need to enable the reconcile button - please see below)
- Select 'Mark as Reconciled' from the dropdown
Please note you will need to complete a one time step to view the reconcile button:
- Click the help icon in the top right hand corner (question mark icon)
- Click "Enable Mark as Reconciled'
A new button for batch reconciliation will appear.