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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.

74 votes
AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Duanne Watkins commented  ·   ·  Report

    PLEASE PLEASE PLEASE add this feature, requested since at least 2021 !!!!! Does Xero every look at this and reply??

  • Glen White commented  ·   ·  Report

    This would be useful to match multiple statement lines against bills as well.

  • Alison Whelan commented  ·   ·  Report

    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.

  • Casey Sun commented  ·   ·  Report

    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)..

  • Iana Taran-Freitas commented  ·   ·  Report

    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  ·   ·  Report

    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'!

  • Nick Hulme commented  ·   ·  Report

    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.

  • Sandra Hamer commented  ·   ·  Report

    They are too busy changing all the views and reports :-(

  • Nick Hulme commented  ·   ·  Report

    We are in the same boat. We have over 2,000 transactions each month to match up to our sales invoices and it usually takes around two days to allocate them all. We do not want to move away from Xero, but are looking at alternatives as we know this volume will increase and we do not have this amount of time available each month.

  • Leslie Peters commented  ·   ·  Report

    I currently receive up to 200 payments on a single invoice and it takes hours to match. Critical. Considering software change.

  • Jo Carrazzo commented  ·   ·  Report

    On a singular day we may have 20 lines of a bank statement that relate to payment of only one invoice.
    Split payments take time if we need to split it 20 times. It would be so much easier and save us so much time if we could reconcile it in bulk.

  • Geraint Allport commented  ·   ·  Report

    My practice software produces an itemised invoice with different items with different VAT rates listed. Payments via credit card are made on a daily basis. It would be enormously helpfulll to be able to simply tag all the payments on the bank statement and then reconcile in bulk against the relevant single invoice. Perhaps a quick check that the amounts tagged match the invoice?

  • Nick Hulme commented  ·   ·  Report

    It currently takes us days to reconcile the payments at month end. An essential task but very long winded at the moment. If we could get this down to half a day, our valuable time saved could be spent on something more important.

  • Sandra Hamer commented  ·   ·  Report

    This feature would make things so much easier for us too. Even if they can make it recognise the name instead of trying to matching the amounts, it would be so much quicker. We have thousands of payments on account which need matching to one monthly invoice. It takes days to do and is so time consuming. It could be something similar to the way Xero picks up credits and lets you allocate them to an invoice. Come on Xero, make our lives easier!

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