Payments & reconciliation
Payments record money in and out and reconcile against bank activity. XBuddy matches bank transactions to open invoices and bills so nothing is missed.
Record a payment
Go to Finance → Payments → New Payment, choose the customer/supplier and the invoice/bill it settles.
Reconcile with the bank
Connected bank feeds surface incoming/outgoing transactions; match each to its payment to reconcile. Unmatched items are flagged for review. Bank reconciliation itself lives in Accounting, which also lets you import a statement file when a bank isn’t on a live feed.