Find and Match - Reconcile two statement lines to each other
There needs to be a better matching system with Xero.
For example I have two statement lines that cancel each other out. You should be able to match two statement lines to each other rather than creating invoice/bill to reconcile each line.
Additionally, being able to reconcile multiple statement lines with multiple invoices/bills, overpayments or prepayments needs to be a thing.
Jared Mortos
shared this idea
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Maple Zhu
commented
We would appreciate the option to reconcile bank statement lines with each other instead of creating separate account transactions. For instance, when our suppliers mistakenly direct debit an incorrect amount and later refund that amount. It makes no sense to record this wrong transaction and then credit it in Xero. If we could just offset these two bank statement lines, it would be more convenient for us. Thank you.