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
Hi team, while we appreciate you raising your idea here. Not getting much community traction overtime, and not being in our current roadmap we will remove this idea from the forums.
While I appreciate it's not solution you're after, to import transactions that match multiple statement lines you could consider importing these as Invoices or Bills.
With regard to the consideration of templates for split payments, one option could be to use the percentage split option in Bank rules rather than the fixed amount.
If this idea is still important and would make a big impact to your business flows, you're welcome to start it again to see if there is renewed interest from the community.
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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.