How to Remove and Redo the Payment Transactions in Xero

Quick summary

The Remove & Redo feature in Xero lets you unreconcile and reprocess payment transactions directly from your bank account's transaction list. In just a few clicks, you can select the relevant transactions, trigger the removal, and confirm the action to reset the payment for editing.

Steps

1. On Xero's main dashboard, select a bank account to open its transaction view.
2. Browse the list under Account Transactions, then tick the checkbox beside each payment transaction you want to remove and redo.
3. Click Remove & Redo from the action menu.
4. Tap Yes to confirm your request and proceed with the removal.
5. The remove and redo action is now applied to the selected payment transaction in your Xero account.