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Transaction Not Appearing in Find & Match Search in Xero Reconciliation

When you are searching for a transaction inside the Find & Match panel (by amount or reference) and it isn't showing up at all.

Steps to follow:
  1. Try clearing the search and toggling Show spent items as well as received.



  2. Double-check the date/year filter — it's easy to be a page off and land in the wrong year/month.
  3. Try searching by the last few digits of the invoice/reference number instead of amount.
  4. If it's still not appearing, the disbursement may not have synced from Pencil into Xero at all:
    • In Pencil Admin, go to Disbursements, find the transaction, and Under Actions, click Resync button



    • Go back to Xero, refresh, and re-check Reconcile / Find & Match.
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