How It Works
Getting Started
New to the app? Follow these steps in order from setup to final export.
Before you begin
Statement Processor compares supplier statement rows against Xero data and guides your team through reconciliation.
- Tenant means the Xero organisation (company) you are working in.
- First-time setup for a supplier is usually Steps 1 and 2. Regular processing usually starts at Step 3.
- Some actions run in the background. If a statement is processing, keep the page open and it will refresh.
Step 1
Sign in and choose your Xero tenant
Open Tenant Management, connect Xero if needed, then select the company you want to process.
Step 2
Wait for first-time load to finish
If the tenant status is LOADING, wait until contacts and transactions are imported before continuing.
Step 3
Upload supplier statement PDFs
Open Upload Statements, select one or more PDF files, and pair each file with the correct supplier contact.
Step 4
Open the statement when processing completes
Go to Statements, then open the uploaded statement from the list. While processing, you will see a progress indicator showing how far along the extraction is. For larger statements, this includes a progress bar tracking each section. The page refreshes automatically.
Step 5
Review matches, mismatches, and anomalies
Use row colours and indicators to review each line and resolve anything that does not match Xero.
Step 6
Mark rows and statement as complete
Use row-level actions where needed, then mark the full statement complete when your review is finished.
Step 7
Download the Excel export
Use Download Excel to export the current reconciliation view for sharing or archiving.
Step 8
Re-upload to reprocess if needed
If a statement needs to be reprocessed, delete the old statement and upload it again.
Need Help?
Troubleshooting
Check the contact name and ensure that contact exists in your selected tenant.
Only PDF files are accepted on the upload page.
If redirected to login, sign in again and return to your workflow.
The page refreshes automatically every few seconds. For large statements, a progress bar will show how many sections have been processed. If a statement seems stuck, try refreshing manually or deleting and re-uploading.
Ready to get started?
Open Tenant Management to begin reconciling supplier statements.