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Reconcilliation: Automatically import and reconcile merchant / PDQ transactions

At the moment to reconcile a PDQ payment we have to manual reconcile to the invoice - this means we have to enter the order number and tick them off, we are running at over 300 orders a day so this can take up to 2 hours a day. It would be good to get the list from Elavon's portal and upload to Xero, so to match them automatically - then leaving us needing only to spot any difference.

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Wendy Gaffney shared this idea  ·   ·  Report…  ·  Admin →
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  • Hannah Blustin commented  ·   ·  Report

    When a client pays by credit card there is a lengthy manual process to reconcile the client invoice and the actual amount received in our bank account - this is because the two amounts are different due to the credit card fee. Xero should have a feature where you can tell it the amount of credit card fee, and it will then automatically match an invoice and receipt.