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.
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Alain Hollenthoner commented
I'm fed up with Xero and decided to move on. There is zero usable development or progress.
6 years after PSD2 has been implemented in Europe, there's still no bank feeds available. The tax determination logic is flawed. I could go on and on.We will switch to an Open Source ERP (name starts with O) and say goodbye to Xero.
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Sheila Thompson commented
Absolute JOKE !!!
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Nick Hulme commented
We have been waiting years for this. Xero obviously don't look at these comments. They are too busy updating reports that worked perfectly well as they were, rather than work on something new that users need.
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Sheila Thompson commented
Its nearly a year since this was suggested and nothing has been done about it.
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Jodanna Huxley commented
This would save me hours of work each month. Seems a real oversight that this is not already available!
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James Dell commented
This is the most time consuming part of my processing. My entire monthly bookkeeping time is doubled purely due the post office issuing 1 invoice for the whole months transactions and reconciling with xero is so tedious and time consuming. Please add this feature.
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Duanne Watkins commented
To pay a large invoice as a micro company I have to transfer only £50K at a time from my bank account to make up the £100K + amount. So sometimes three + bank transfers over three days to meet the invoice amount have to be made. But I have to get my accountant to Reconcile them as there is no way to do this from the Reconcile Page. Come on XERO
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Duanne Watkins commented
PLEASE PLEASE PLEASE add this feature, requested since at least 2021 !!!!! Does Xero every look at this and reply??
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Glen White commented
Just FYI,
this same suggestion has been made here:
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45890518-reconcile-splitting-a-payment-select-multiple -
Glen White commented
I think this is essentially the same suggestion as this idea.
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960404-reconciliation-match-multiple-payments-to-one-in -
Glen White commented
This would be useful to match multiple statement lines against bills as well.
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Alison Whelan commented
Receiving over 150 receipts on the same day for a single sales invoice can take hours to reconcile. It takes about 7 clicks of the mouse for each entry, as you have to search and then 'split' each time. It is ridiculous.
You can match multiple invoices to a single receipt, but not the other way round.
The obvious page to do this would be under Cash Coding, where you can select the items in bulk.
Why is this still not being addressed, as it is clearly something many have been asking for for a long time.
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Casey Sun commented
BANK RECON - In the bank reconciliation , please add this feature , combine 2 bank statement lines (on the left hand side) to match with 1 invoice in Xero (on the right hand side)..
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Sandra Hamer commented
Is this being looked any time soon?
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Taz Birdi commented
This is needed ASAP please
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Jessica Shelley commented
I agree with this!
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Iana Taran-Freitas commented
Add a feature to select multiple payments and reconcile them to one invoice.
For example if the line items could be selected from the cash coding tab and then a button saying reconcile to invoice. Would save a lot of time for invoices that have a lot of part payments -
Sheila Thompson commented
I agree with the below comment from Nich Hulme. The appearance is not important. You have recently changed something that pops up when I am posting a payment now with the full Purchases Overview taking up the whole screen which I did not want and it now makes my job much harder when posting payments and sending remittances. It was fine the way it was. 'If it's not broken, don't fix it'!
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Nick Hulme commented
Please stop tinkering with the appearance and concentrate on the functionality. It is obvious that there is a demand for this feature. Please get on and sort it. You already have part of what is wanted in other areas of Xero eg credit notes on the Purchase Ledger. Part of the problem is that Xero searches for the amount with no option to make it search on the name of the customer. This only helps when you get to the last of many payments being allocated against a single invoice.
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Sandra Hamer commented
They are too busy changing all the views and reports :-(