Bank Reconciliation - Contact match by additional contact details
Bank Reconciliation suggestions. The ability for Xero to identify a name within a customer contact and match it to the name on the bank feed and suggest this as a match. for example John Smith is the contact for ABC pty ltd. when he makes payment he only references John Smith. Xero will recognise John smith is a contact for ABC pty ltd and suggest their invoice in the bank rec.
Louise Lamb
shared this idea
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Craig Cheeseman
commented
Seems like a simple request and would save time.
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Amanda George
commented
This will help with faster reconciliation without having to jump between screens
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Anna Steffensen
commented
Yes please, anything that assists with bank recs.
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Louise Lamb
commented
I think this will save a lot of time reconciling income
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Sean Heanaghan
commented
If selling on the market or kogan or other marketplaces like this, the invoice often will have another reference number which is not being found in Xero. These marketplaces actually make an email that has the reference number as the email, so if the search could look through email as well as the name it would find these reference numbers to make reconcilation easy. At the moment, we have to take the reference number from the spreadsheet, translate it in Shopify to find the sales order number that Xero would recognise and then paste that into xero to reconcile. Painful process