How does Xero match a bank statement line?
Xero can match the line to an existing transaction or help you create a record if one is missing. Check the suggested match against the amount, date and reference.
On paper, list two fictional $97 deposits on different dates and give each a different payout reference. Match only the deposit with the reference from your provider’s report. If the bank feed is delayed, check which dates you have before importing any missing lines.
What counts toward the US Early plan limits?
Xero lists Early at US$27 per month before promotions, with a 20-invoice limit and five bills. The invoice limit covers approval as well as sending and can include transactions initiated by connected apps.
Count invoices and bills from a typical month and a busy month. If an integration creates invoices for you, include those in the estimate. Regular bank reconciliation is listed on Early, while automatic reconciliation and online payment charges have separate plan terms.
How much of your Xero history can you take with you?
Xero documents separate exports for accounts, contacts, invoices, bills and reports. Some export formats vary by record type.
Keep account transactions and reconciliation reports along with invoice and bill detail. Open each export and compare its date range with the original. Ask the next system which records it can import and how it handles attachments and existing matches.