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

To reconcile a transfer or direct debit from your company bank account to your Weel 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 Weel under the Reconcile tab
4. Click on the Transfer tab and select the Weel bank account. It will be matched to the corresponding transaction in the Weel Expenses Account
5. Click OK
6. Open the Weel Expenses Account from the Xero Dashboard or Accounting tab
7. Find the transfer under the Reconcile tab
8. Click OK

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

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