Banking
Transfers in Xero
When you transfer money between two bank accounts in your Xero file, you don’t need to create two separate transactions. For Transfers in Xero, you create the Transfer transaction from one bank account, then when you go to the other bank account, it ...
Create a bank rule
Xero Tip to Save You Time – Bank Rules (refer the link below) Create a bank rule (xero.com)
How to fix an incorrectly reconciled bank statement line
If you have reconciled a bank statement line to the wrong transaction visit https://central.xero.com/s/article/Fix-an-incorrectly-reconciled-bank-statement-line
Bank Reconciliation Summary
You should on a regular basis run the bank reconciliation summary (recommend at the end of each month) to check the actual bank balance and the balance of the bank account in Xero match. For more information on running this check in Xero ...
Bank Reconciliation
You should on a regular basis reconcile your bank accounts in Xero. The bank reconciliation confirms all the transactions in the bank accounts are recorded in your business accounting records and may identify problems with your Xero file. For more ...
Bank Feeds
Your Xero file should be set up to automatically import bank transactions into your Xero file. If you have a bank account that isn’t importing into Xero please refer to the instructions at https://central.xero.com/s/article/Bank-feeds