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.
11
votes
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