Kolleno's native integration with Xero allows you to reconcile payments made via Kolleno Customer Portal.
Why Reconcile Payments
Reconciliation ensures that payments made through the Kolleno Customer Portal are correctly matched to the corresponding bank account in Xero.
This reduces manual work and helps keep your accounting records accurate.
Before You Start
Your Xero account must already be connected to Kolleno.
For more information on connecting Xero, refer to this article here
How Reconciliation Works
When reconciliation is enabled, payments collected through Kolleno are automatically assigned to a selected bank account in Xero.
This allows Xero to recognize and match incoming payments without manual intervention.
Enable Payment Reconciliation
Follow the steps below to activate reconciliation.
Open Kolleno
Navigate to Settings
Select Accounting
Locate Xero
Click the three dots (⋯) next to Xero
Select Choose Account Code to Match Payments
Select the bank account you want to reconcile payments to
Click Save