How to do a payment reversal for a commitment progress claim in Xero ?

When a commitment progress claim has been paid in Xero, if a mistake is made, it cannot be modified in Procore as it is synced, as indicated by the green sync banner:

This can be achieved through Xero:

  1. Go to Accounting>Bank Accounts.

2. Click the bank account the payment was made from.

3. Open the payment claim.

4. From Options select Remove & Redo.

5. A message will appear saying the account transaction has been removed with the option to redo the payment. The commitment claim payment will also disappear from Payments Issued in Procore.

Updated on September 16, 2020

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