Statements
An end-to-end workflow automating the tedious task of reconciling supplier Statements. Learn all about our Statements module here.
Statements Overview
Dashboard Tab-Statements
Tutorial & Guides
- The Reconcile tab
- How to reconcile a statement in Xelix
- How to read the Summary tables in the Results page
- Rec Results page: Ledger, Statements and Action panels
- Rec results page: Columns & Filters
- How to edit your invoice numbers
- How to read a reconciliation
- How to review changes
- How to export and share your reconciliation
- How we match invoices: Matching logic
- How to set a Reconciliation Basis
- How we assign Status and Actions: Matching criteria
- How to set Matching Tolerance
- How to create Triggers in Statements
- How to set up Auto-reconcile
- How to automatically share reconciliation results with vendors