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Tip Of The Week - How To Speed Up Your Bank Reconciliation

Speeding up your bank reconciliation is never a bad thing.

If you have integrated WorkflowMax with Xero then you are already experiencing a beautiful bank rec process. A really easy way to improve on it is to include the job number (or for our Australian clients the BPay reference) in the "Client Order Number" field on the job.

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When you approve an invoice in WorkflowMax, the data from the "Client Order No" field on the job automatically pushes across to the "Reference" field on the invoice in Xero.

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If your client includes this information on the Reference field of their online payment then Xero will automatically find a match on the correct invoice -- meaning two less clicks for you in your daily reconciliation -- awesome!