How-to Guides

View Account Transactions

Learn how to open an account and navigate your full transaction list.

Reconcile / Unreconcile Transactions

How to clear transactions that net to zero, and how to undo a match.

Add / Remove Support

How to attach supporting documentation to an account balance.

Add / Remove Attachments

How to upload and manage file attachments on your workpapers.

Import Prior Support

How to carry forward workpaper entries from a previous period.

Create Custom Periods

How to set up custom reconciliation periods for non-standard date ranges.

Resolving Reconciliation and Subledger Errors

How to fix Reconciliation Errors and Subledger Errors caused by voided or edited Xero transactions.

Accruals User Guide

How to set up, review, finalise and post month-end accruals to Xero.