Weel sends each transaction to Xero as two linked entries, explained in Understanding the Xero Bank Feed, each carrying a unique reference number so you can match transactions that share the same merchant, amount and date.
Steps
- In Xero, open the Accounting menu and click Bank Accounts.
- Select the Weel Expenses Account from your list of bank accounts.
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Open the Reconcile tab.
- Only reconcile from this tab. Using Xero's Account Transactions tab instead causes duplicate reconciliations and incorrect balances.
- Find the transactions you want to reconcile. If more than one has the same merchant, amount and date, compare the reference number on the bank feed statement line (left) against the reference number on each candidate expense entry (right) until you find the match.
- Once the reference numbers match, click OK to reconcile the pair.
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