How to Reconcile a Reimbursement Transaction in Xero
- George Apostolov
How to Reconcile a Reimbursement Transaction in Xero: step-by-step guide
On Xero's main dashboard, select a bank account.
Choose the paid expense claim you want to reconcile.
After that, click the 'Options' button in the top-right corner.
Click 'Mark as Reconciled' to proceed.
Subsequently, tap 'Mark as Reconciled' one more time to confirm your request.
After completing these steps, the selected reimbursement transaction will be reconciled instantly.
Quick answer: To reconcile a reimbursement transaction in Xero, select a bank account from the dashboard, choose the paid expense claim, and click Options. Then, select Mark as Reconciled and confirm the action by clicking Mark as Reconciled again to instantly complete the reconciliation process.
About this Xero tutorial
Reconcile a reimbursement transaction instantly in Xero by selecting the bank account, choosing the expense claim, and confirming the reconciliation. This guide shows how to reconcile a Reimbursement Transaction in Xero in 6 steps, starting with "On Xero's main dashboard, select a bank account" and finishing with "After completing these steps, the selected reimbursement transaction will be reconciled...". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to reconcile a Reimbursement Transaction in Xero?
6 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Reconcile Credit Card Payments in Xero, How to Reconcile the Money Transfer Between Bank Accounts in Xero and How to Record a Loan in Xero. Last reviewed 05 Oct 2026.
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