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The Historical Adjustment account is a system account Xero uses to handle balancing figures for your organisation. As it is a system account you can't delete it, but you can use it in manual journals and make some other changes to it. 

How does Xero use the Historical Adjustment account?

Xero uses the Historical Adjustment account to:

Make the debits and credits for your conversion balances match, if required

Temporarily record unrealised gains or losses when you enter unpaid bills or invoices in foreign currency in your conversion balances

Hold the balance of your tracked inventory when you import your opening inventory balances and you're not sure which account to select

Hold the balancing amount if the debits and credits for your pre-conversion monthly comparative figures don't match

What can I do with the Historical Adjustment account?

Because the Historical Adjustment account is a system account, you can't archive or delete it. You can:

Use it in a manual journal

Change its name and account code

Change its account type (not recommended)

What should I do if I accidentally reconciled an invoice payment during cash coding?

If you accidentally reconcile a statement line that is an invoice payment while cash coding, Xero won't match it to the invoice and the invoice will stay unreconciled. To fix this:

Delete the transaction from your bank account. This will unreconcile it and return it to the Reconcile tab.

I'm using cash coding to split a transaction but am unable to save the changes

Why don't I see a spend money or receive money transaction that I manually entered?

If there are too many characters in either the Reference or Cheque number fields the import will fail. The limits are:

Reference - 255 characters

What can I do while Reconciling if I don't know what the Imported Bank Statement Line Represents?

If you're unsure what a bank statement line relates to during bank reconciliation, start a discussion that others can view and add comments to.

1. On the bank reconciliation screen, next to the bank statement line that you want to add a comment to, click Discuss. 

2. Enter your comment or question, then click Save.

When you save your comment, any other user who has access to the bank reconciliation screen will see it, and the Discuss tab will display an asterisk (*) to alert them.

A timeout error usually means your file contains too many bank transactions.

The file you uploaded does not contain valid statement data

Reasons error occurs

The error message, 'The file you uploaded does not contain valid statement data', occurs for one of the following reasons:

The data in the CSV file isn't prepared correctly.

The CSV file is corrupt.

Ways to fix the error and import your file into Xero successfully

First, prepare the data in your CSV bank statement file again. You will need to save the file, then import it into Xero again.

Prepare data in the CSV file

Prepare data in the precoded CSV file (accountants and bookkeepers)

If you receive the same error when you import your file into Xero for the second time, your file may be corrupt.

Is your phone set to the correct time?

What do I do if I can’t log in?

If you have failed to log in to Xero 5 times, using either the authentication code or security questions, we'll temporarily lock your account. You can try logging in again after 2 hours.

If you still can't log in after your account is unlocked, you'll need to contact Xero Support to have your account reset.

If you leave your phone at home, or the authentication code is not working, you can still log in to Xero.

You shouldn't use the security questions regularly, they are a backup option and aren't as secure as the authentication code.

Go to the Xero log in page and sign in as usual.

Click I can't use my authentication app.

1. Log in to Xero. 2. On your phone, open Google Authenticator, and enter the six-digit code into Xero.

Note:  If you want to identify this as a trusted computer, click the check box Remember me for 30 days. This only applies when using the same device with the same browser.

3. Click Sign In.

How do I check whether my Authorize.Net credentials are still valid?

Even if you entered the correct information, the transaction key or MD5 hash may have been reset in Authorize.Net since you added your payment account to Xero. Authorize.Net doesn't allow lookups, so any time you or someone in your organisation needs to access the transaction key or MD5 hash, it must be reset.

To check whether your credentials are still valid:

1. Go to Settings, then click General Settings.

2. Under Connect, select Payment Services.

3. Find the payment service you want to edit. Click Edit, then click Service details.

4. Click Save.

Why am I getting an MD5 hash error when I try to add my Authorize.Net account?