Module 2. Reconciling in Xero

Module 2. Reconciling in Xero

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From NZ$9.73

Date and time


Hawke's Bay Business Hub

36 Bridge Street


Napier, Hawke's Bay 4110

New Zealand

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Refund policy

Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

You will gain the knowledge you need, and learn all the tips & tricks to excel at reconciling your transactions in Xero.

About this event

In this hands-on limited number workshop, Leaine from Jones Business Solutions, an award-winning, passionate and experienced bookkeeper will teach you how tasks can be completed more efficiently with Xero to free up your time.

What will we cover

  • Xero reconciling overview
  • ‘How to’ with Spend and Receive money transactions
  • ‘How to’ with split transactions, attaching receipts, items
  • Setting up, using and managing Bank Rules
  • Searching and editing reconciled transactions
  • ‘How to’ with overpayments and refunds
  • Matching to invoices and bills
  • Bank reconciliation checks

Learning Outcomes

  • Understand and utilise Best Practice when reconciling in Xero
  • Confidently set up and use Bank Rules
  • How to find and amend reconciled transactions
  • Able to attach receipts and documents onto transactions
  • Able to apply overpayments and create refunds
  • Month end bank reconciliation know how

Leaine regularly provides Xero training for her clients, her fellow bookkeepers, and for the Hawke’s Bay community.  Having used and trained in Xero for 10+ years she is an expert in all aspects of this software.

Maximum training numbers of 8.

Special Discount

Register for Module 1 & Module 2 - Reconciling in Xero, for a discounted price. You will get both modules for only $10.00 +GST for Hub Club Members or $20.00 +GST for GA. Click here to register under the special discount!

COVID-19 Information

  • You are required to wear a face mask in the foyer and public areas of the Hub.

If you would like to be sent an invoice for payment please email

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