How can we reconcile lump sum payments in Xero against transactions from Cin7?

We receive lump sum payments from our payment providers.

How can we reconcile lump sum payments in Xero against transactions from Cin7?

Answer

For cash sales from the POS, we suggest closing the register at end of the day. That way each individual transaction will not be imported into your accounting software separately. Instead they will be batched, with a single batch imported for each payment type.

To locate batch invoices in Cin7:

  1. From the left navigation click Accounting.
  2. Click on Batch Invoices.

Here you will find batch invoices for each payment type. Once you have located the batch invoice numbers, reconciliation in Xero will be much simpler.

Please see Closing the Register for more information on this process.

 

10/10/2017 - Dorothy