Bank reconciliation - Items button to toggle all items between 'discuss' and 'match' together
Bank items to reconcile list ability to toggle all items between 'discuss' and 'match' together as it is easy to miss if an item is showing as 'discuss' but client has uploaded a bill or invoice and it can now be matched
4
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Laura Butler
shared this idea
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Sue Rogers commented
Discuss Tab - I use this a lot with clients, but it would be great if bills then received and entered over-rode the discuss tab and Xero automatically matched the bill to the payment instead of manually having to go through each transaction, and click Find & Match to find the payment.... very time consuming.