Bank Reconciliation - Templates for common split payments
TEMPLATE FOR COMMON SPLIT PAYMENTS
We need to be able to save a split payment as a template (like a bank rule)
eg: registration is always split with gst, no gst etc, let us save that transaction as a template for easy recon next time. Bank rule isnt helpfull as when you have 20 different regos being paid to the same company then a simple split template would be very helpful
Dianne Coleman
shared this idea
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Kim Law
commented
Xero to allow manual CSV import a precoded a single bank statement line and allow split transactions to allow reconcile multiple transactions to a single bank statement line. Currently, the Xero precoded template only allow single transaction to single bank statement.
Alternatively, Xero to allow import of new multiple transactions or cash coding totalling to a single entry to allow it be match with single line bank statement with the same receive/spent amount.