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October Xero tip

How to search for and edit a reconciled transaction

Use the account transaction tab to search for coded transactions.

Click on the transaction you want to view / edit. To edit the transaction go to Options – Edit.

To undo the reconciliation so you can recode on the reconciliation screen, go to Options – Remove & Redo.

Do not use the unreconcile button.

If the transaction has previously been reconciled, and is part of a GST return that has been filed to IRD, it will create a late claim adjustment in your next GST return.



 

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