March 2021 – Xero Tip

Undo a Reconciliation Mistake

It happens to everyone: You’re in a groove, zooming through your bank feed, and before you know it, you’ve incorrectly matched a transaction. Xero’s “Unreconcile” feature lets you fix this mistake quickly. Since unreconcile keeps the account transaction and the bank statement line but removes the connection between them, this Xero tip will save you a ton of time and hassle.

To unreconcile an account transaction:

1. Click on the three little dots to the right of the account name on the Dashboard.
2. Go to Account Transactions under the Find header.
3. Click the transaction you want to change to open it.
4. On the next screen, click Options and then select Unreconcile.
5. Click OK on the pop-up window to unreconcile the transaction.

After you’ve completed this process, you can now re-reconcile the bank statement line.