Delete transactions and payments in bulk

Описание к видео Delete transactions and payments in bulk

Learn how to delete multiple transactions and payments quickly and easily in Xero.
Use remove and redo in Xero to delete account transactions and fix any mistakes.

This video is part of the Xero troubleshooting series.
See full playlist 👉    • Xero Troubleshooting  

🔴 Subscribe to my channel for more Xero tips 👉 https://www.youtube.com/@xeroguru?sub...
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
🕔 Timestamps 🕔
00:00 Intro
00:23 Common mistake #1
01:10 Common mistake #2
01:33 Review duplicated transactions
01:57 Search account transactions
02:15 Use Remove & Redo to delete transactions
02:44 Match payments to the earliest bills
03:18 Payments matched to the wrong invoices
03:41 Search for payments
04:12 Remove multiple payments using Remove & Redo
04:28 Match payments to the correct invoices
05:27 Use Remove & Redo to fix mistakes
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
🌟 Support the Channel! 🚀 https://www.buymeacoffee.com/xeroguru
If you're finding value in my Xero tutorials, consider supporting my channel by visiting my "Buy Me a Coffee" page. There, you can:

👉 Download your FREE keyboard shortcuts PDF guide – I'll be adding more resources over time.
👉 Book a tailored 1-on-1 Xero session with me 🧑‍💻 – the perfect way to learn.
👉 Support my work by buying me a coffee (if you’re feeling generous!) ☕
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
#xero #troubleshooting #bankreconciliation

Комментарии

Информация по комментариям в разработке