How To Remedy Credit Card Payments And Prepayments going Into Incorrect Xero Bank Account

Scenarios:

1. Credit card payments are syncing into your main Xero transactional account

2. Credit card prepayments are syncing into your main Xero transactional account

This document assumes you know the following:

• You have an active Xero account connected to Enrolmy

• You are a proficient Xero user

• You are a proficient Enrolmy user

When completing your Chart of Accounts in Xero Integration, we suggest the account code EMY-CCSUSS for all credit card payments. Find more information here.

How To Remedy If The Incorrect Account Has Been Selected

To be completed in Xero:

1. In Xero, open up the Bank Reconciliation for the account the Credit Card payments have been syncing to:

   

2. Head to Account Transactions:

   

3. In Account Transactions select Filter → Status → Unreconciled to find the credit card payments or credit card prepayments. They will show as unreconciled:

   

4. Select the transactions and Remove and Redo:

• You can do this for all transactions at one time.

• The Credit Card payment or prepayment will now be removed from the account transactions list.

To be completed in Enrolmy:

1. Head to Enrolmy and complete a Xero Sync.

2. Head to the Money tab:

   

3. You will see a Red Banner at the top of the screen that looks like the below:

   

4. From here, follow the steps outlined in this help guide: https://helpcentre.enrolmy.com/entkb/how-to-restore-deleted-credit-debit-card-payments

Awesome! You now know how to remedy Credit Card transactions in the wrong account

Last Updated: 28 Jun 2023