Weekly Xero Bank Reconciliations
Budget: £18 – £36 GBP
I keep my books in Xero and want the bank feed fully up-to-date every week. Your job is to sign in once the feeds refresh, reconcile every line in my main operating account and a much smaller secondary account, and flag anything that needs my attention.
Most of the volume sits in the primary account; the second account has only a handful of transactions, so the workload is steady but not heavy. I rely on accurate coding to contacts, invoices and expense accounts, so please be comfortable using Xero’s bank rules, cash-coding screen and standard reconciliation tools. If you spot a mismatch or missing document, leave a clear note so I can resolve it quickly.
Deliverables each week:
• Both bank accounts fully reconciled in Xero
• Unmatched or unclear items left to be reviewed together then processed.
• Brief summary confirming the week is complete
Turnaround: within 48 hours of feed update. Accuracy and clear communication matter more than speed. If you have proven Xero experience and a sharp eye for detail, I’d like to hear from you.
Most of the volume sits in the primary account; the second account has only a handful of transactions, so the workload is steady but not heavy. I rely on accurate coding to contacts, invoices and expense accounts, so please be comfortable using Xero’s bank rules, cash-coding screen and standard reconciliation tools. If you spot a mismatch or missing document, leave a clear note so I can resolve it quickly.
Deliverables each week:
• Both bank accounts fully reconciled in Xero
• Unmatched or unclear items left to be reviewed together then processed.
• Brief summary confirming the week is complete
Turnaround: within 48 hours of feed update. Accuracy and clear communication matter more than speed. If you have proven Xero experience and a sharp eye for detail, I’d like to hear from you.
Related categories:
Data Entry
Accounting
Financial Analysis
Bookkeeping
Xero
Bank Reconciliation
Tax Preparation