Bank Reconciliation Find & Match - search for multiple invoices
Find & Match function under Bank Reconciliation only allows to search for individual invoices to then pick invoices one by one. Please introduce the option to enter multiple invoices in the search field using a delimiter to then pick multiple invoices to reconcile. This would improve the reconciliation process materially.
Hanno Waltermann
shared this idea
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Glenn Clarke
commented
As usual.. Xero team seems to completely disregard good ideas, that add value to the package, and yet continue to increase fees.. for YOUR ideas!
Xero. You are lucky this is the only package that has SOME critical features that I need. but it could be better if you added these functions -
Glenn Clarke
commented
This would be huge for me! I often get paid in batch of 10-70 invoices at once. Mistakes are often made because I have to manually select so many invoices, and they are not sent in order either.
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Paul Marc Massabni
commented
This would help all companies using XERO
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Paul Marc Massabni
commented
During bank reconciliation, when I want to "Find & Match" to search for invoices to reconcile/allocate payment,
Do you have the option to search for several invoices at once?
For example if I have 1 payment covering 10 invoices, I have these invoices as excel list, I want to select all the invoices and copy paste it in the search field where it can get all the invoices at once so I can "select all" and match in 1 click. (this would save us a lot of time searching for each invoice by its own).