Enter your idea

It would be beneficial to search for a customer by their assigned account number when reconciling the bank payments.
Some customers use their account number as a payment reference, rather than their name, which means I have to go through the process of coming out of the banking dashboard and searching through the contacts, to then go back into the bank reconciliation page. This becomes very time consuming when reconciling many payments.

Xero - This functionality is already in other areas of the software, please could you bring this into the bank rec screen to enable us to find particular invoices without having to have two screens running

When will this be available??

This was available and a massive drawcard originally for us to Xero.
When running prepaid accounts, where the invoice or quote has not been created yet and you have multiple contacts with surname/initials that are not unique or duplicated - the logic is to use the account number as a reference. This is a nightmare otherwise.

This is a minor change to the search fields??? Why can this not be added? What is the use then of account numbers?

When reconciling bank receipts, the customer name and relevant invoice number is shown, but not the customer account number. This makes allocations a pain where customers only use account numbers as a reference, and not their account name or invoice number.

Please can the account number also be shown in this window.

It makes a lot of sense to have XERO also match transactions by account number, not just reference field

Bank Reconciliation - Find and Match to allow search by contact account number - currently can only search by name

why would this not be an option. it makes the matching process a tedious process without this.

When does any idea get considered?

Please add this feature, it would be useful for organisations with high volumes of customer receipts.

this would be very helpful when matching invoices to payments

This is vital. Trying to match a client payment by using their bank account name to find the appropriate Xero account is fraught with possible human error. Additionally, why does this have to be a manual process? If the client includes their contact account number in the transaction details, why doesn't Xero automatically find the relevant invoices?

Absolutely vital to ensure bank reconciliation process is efficient and accurate

+1

We use the account number field to ID the Payee on the statement as this is not always the Customers Account name, it is inconvenient that we cannot search on it.

This would be a game changer for us and allow us to have our perpetual transactions on direct debit to be a set and forget process. It really does seem pointless to have an account number field with no functionality.

When will this feature be abailable?

The search facility allows a number if options but not the contact Account Number; which is a unique number ideal for matching amounts paid into the bank account. Please add this into the search options.