How to Change the Details of Reconciled Items in Xero

Quick summary

In Xero, you can change the details of reconciled items by navigating to the relevant bank account, opening the reconciled transaction, and using the Bill Options > Edit workflow to update and save your changes. This process lets bookkeepers and accountants correct reconciled transaction data without losing the reconciliation link.

Steps

1. On Xero's main dashboard, select a bank account.
2. Find and open the reconciled transaction that you want to edit.
3. Tap the statement line to proceed.
4. Click Bill Options in the top-right corner.
5. Choose Edit from the dropdown choices.
6. Tap the editable fields one by one and make your desired changes.
7. Review your input and click Save to apply the changes.
8. The details of the selected reconciled items will be updated based on your input.