Figured makes it easy to keep your reconciliation up to date. There are two workflows available for keeping on top of your reconciliation:
Posting actual sales and purchases to Xero from Figured as they occur - keeping both systems up to date in one click
Creating invoices in Xero as they occur - and reconciling Figured later
This article covers the Xero first workflow, and how you can utilise our one click reconciling in your livestock, wool, and related trackers.
For commonly asked questions about how this all works, check out the one click reconciling FAQ.
How to use one click reconciling
Head into your livestock, wool, or related trackers which have unreconciled balances to Xero.
Click into the sale or purchase column which is unreconciled.
Click Import from Xero to bring through all Xero transactions not already present in the tracker for your selected year.
This will create a list of transactions for you to review and confirm using the green check icon. The imported transactions will bring across any descriptions or quantities entered into the Xero invoices.
And you're done! Your tracker is now fully reconciled with Xero. 🎉
Things to note
Transactions created via importing from Xero will have a Xero status of Imported, this will link back directly to the Xero invoice it was created off of.
If you view or edit these transactions in Figured at a detailed transaction level, you will be unable to post the transaction back to Xero, which includes any updates you may have made on a Figured side.
If you would like to make changes to an imported transaction and have it reflected in Xero, we recommend (1) deleting the imported transaction from Figured (2) making the change in Xero (3) syncing Figured, and re-importing.