Bank Reconciliation - Match multiple payments to one invoice
Ability to match multiple transactions to one invoice, then reconcile it.
Purpose: It’ll save users’ time when they’re doing reconciliation and matching the transactions.
AdminXero Team
(Admin, Xero)
shared this idea
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James Dell
commented
Some purchase invoices(bills) have already been paid in several payments meaning that there are multiple statement lines in the bank feed that need to be applied to one bill
E.g. UK post office sends an invoice at the end of each month but takes payment per purchase.
This is currently very laborious as you have to reconcile by using the split function and repeating this for every bank statement line.
It would be excellent to be able to pick one statement line, choose the match but then add several other statement lines to match the bill amount reconciling several statement lines in one go. This would save a LOT of time. reducing a 10 minute job to a few seconds. -
Angela D'Aprile
commented
I have a salary payment that was split into two payments. So there is one "match" that needs to cover two payments. I don't have "split" as an option so can not work out how to select two payments and reconcile them to the one bank statement