Bank Reconciliation: Find & Match - show both invoice number and reference
Please have the option to see both the invoice number and the reference for sales invoices. I have used the reference to indicate how an invoice is paid and the amount if not the same as the invoice. I have one transaction coming into the bank for a days worth of invoices paid by credit card. I then find and match for the pay method and date and it lists all the invoices and their invoice numbers. The reference tells me if any invoices were part paid, or paid with two different methods. Like, part cash and balance by credit card. At the moment, I have to click on each invoice to see the reference.
Thanks
AdminXero Team
(Admin, Xero)
shared this idea
Hi all. From today Find & Match shows both invoice number and the reference field for sales invoices. Note that we've also added other details too (such as check numbers and other payment references) to both Find & Match and the Account Transactions page.
I trust life will be a little easier not having to click through to work out which invoice is which!
Check out what else is new in today's release notes.
-
Adrian Jones
commented
When matching a bank entry to an Invoice, display the Invoice's reference too - as it does separated with a pipe character when clicking on "Find and Match" or "...other possible matches found".
Currently one has to open the invoice displayed, or click on "Find and Match" to verify that the suggested match is indeed correct, which slows the process down massively.