GoCardless in Xero: Expand direct debit auto-match
I have used both the old & new GoCardless/Xero integrations. I thought the old one was great from an automation perspective if you were able to automate contact creation and this would automatically match the direct debit with the contact.
Unfortunately, the new integration is quite restricted and an auto-match will only be done if the DD mandate is created directly from an invoice in Xero. This makes things very difficult from a scalability perspective and makes the new GoCardless/Xero integration unworkable. I've worked some businesses who have 30+ new customers a week and, once the migration from the old integration ends, this new integration will no longer be feasible for them. This would mean either moving payment processor or moving accounting system.
Tom Crompton
shared this idea
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Vivienne Allan
commented
Yes I would like to be able to delete unmatched direct debit forms from Xero as well, seems like a small ask
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Mr Sol
commented
Hello, If you are using Go Cardless please vote for this feature request https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48769451-don-t-mark-go-cardless-as-paid-until-payment
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Mr Sol
commented
Hello, If you are using Go Cardless please vote for this feature request https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48769451-don-t-mark-go-cardless-as-paid-until-payment
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Mr Sol
commented
Voted. Please vote on this one too: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48769451-don-t-mark-go-cardless-as-paid-until-payment
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Foram Rawal
commented
The ability to know which Direct debit mandate is the latest one among the many duplicate ones (for eg. have a time stamp or date or any indicator). If a customer's existing DD fails and they try to submit a new mandate but end up submitting it more than once, there should be a way in Xero for us to know which mandate was recently submitted so we can match the form accordingly, therefore avoiding errors with other duplicate submissions.
You'd also like to suggest the ability to delete direct debit forms that are incorrect/no longer required. When the customers submit duplicate mandate forms or if there are forms that are no longer required or incorrect, there should be an ability to delete/archive them in Xero so as to avoid confusion.