Quick summary
Reconciling a reimbursement transaction in Xero takes just a few clicks — select the paid expense claim from your bank account, then use the Options menu to mark it as reconciled instantly. This process keeps your bank reconciliation accurate and your books up to date without manual journal entries.
Steps
- From Xero's main dashboard, select your bank account to view its transactions.
- Locate and choose the paid expense claim you want to reconcile (e.g., a payment entry like "Payment: John Fields").
- Click the Options button in the top-right corner of the transaction view.
- Select Mark as Reconciled from the dropdown menu to initiate the reconciliation.
- Tap Mark as Reconciled a second time on the confirmation prompt to confirm your request.
- The selected reimbursement transaction is now reconciled and your bank account balance is updated instantly.
