Managing and auditing your invoices is seamless with our built-in Reconciliation tool. This feature allows you to compare records between your accounting software (like; Xero) and our portal, helping you quickly identify and resolve discrepancies.
How to Run a Reconciliation Report
To begin analyzing your data, follow these simple steps:
Connect to Xero: Ensure your accounting software is successfully linked to the system.
Select Date Range: Navigate to the Reconciliation tab and choose the specific timeframe you want to audit.
Run the Report: Click on Reconcile.
Once processing is complete, the interface will display a high-level counter and a detailed breakdown of your data. You can see filter; such as "All," "Matched," and "Missing" to narrow down your view. The system also allows you to dive deeper by viewing specific invoice details, comparing the accounting software record directly against the Tax Star portal entry.
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