Reconciliation

Matching statement transactions to expenses and approving reports.

  1. Reconciling Statement TransactionsA two-step process for matching bank statement transactions to submitted expenses in Synced.
  2. Upload From SpreadsheetImport transactions into Synced using CSV files through the Paperwork module.
  3. Import Transactions from XeroImport Xero bank account transactions directly into Synced for reconciliation.
  4. Approving ReportsHow to review and approve expense reports assigned to you in Synced.