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Xero Accounting User Guide - Don't Forget to Check Your Bank Balances

03.02.2022

Business

Xero Accounting Logo Xero Accounting User Guide - Don't Forget to Check Your Bank Balances 

  

 

Over the last few months, we have come across missing bank feed lines over various bank accounts. 

  

With the addition of opening banking rules, Xero now requires you to refresh your bank feeds every 3 months, although there have been rumours that this may increase to a longer period, fingers crossed! 
 
However, it is still very important to make sure that the bank balance in Xero agrees to your bank statement balance. 

  

To find the balance showing in Xero at a certain date you need to navigate to the ‘Bank Reconciliation report 

 

 

 

 

 

  

 

 

 

 

 

 

 

 

 

 

If there is a difference this will need investigating and statement lines then added manually. 

If you do find a difference in your Xero bank balance and are unsure how to rectify this please give our Business Services team a call on (01223) 810100 or email us help@cklg.co.uk and we will be happy to assist. 

 

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