Xero Bank Reconciliation Consultation

Only for registered members Canada

1 day ago

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Job summary

This is a consultation opportunity for a Xero-certified accountant to sanity-check the bookkeeping flow, specifically the Bank reconciliation stage.


Responsibilities

  • Practical insight into how Xero users normally handle Matching transactions and Resolving discrepancies so I can mirror that logic in the app.
  • A walkthrough of edge-cases you routinely see (multiple payouts in one deposit, partial refunds, fees netted off, multi-currency, etc.) and how best to surface them to users.

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