1.Watches for new or posted payments
Integrate Xero and accounting tools to extract payment reference, account code, amount, and raw date for reconciliation.
Update invoice ledger rows with bank payment details
Automatically monitor payment events in Xero across your finance stack. Update invoice ledger rows with bank payment details when payment created or posted, date formatted, and invoice reference matchedβso you can improve reconciliation without manual ledger updates.
How this automation updates your invoice ledger
When payment events hit your accounting system, delays can throw reconciliation off schedule and increase manual corrections. This automation watches Xero payments, formats payment dates, looks up invoice rows, and updates Google Sheetsβso your team reconciles faster with fewer misses.
Xeroor swap with your favorite app
2.Formats the payment date
Integrate Formatter by Zapier and time settings to format the payment date to your ledger format and timezone.
Formatter by Zapieror swap with your favorite app
3.Looks up the invoice row
Integrate Google Sheets and spreadsheet lookup tools to match on invoice reference and find the correct worksheet row.
Google Sheetsor swap with your favorite app
4.Updates the matched ledger row
Integrate Google Sheets and reconciliation mapping to update bank code, date, and amount columns on the matched row.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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