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For small businesses: Accounting features

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Banking - Make bank deposits from Undeposited Funds

When we receive checks from customers we record them to Undeposited Funds until they are actually deposited at the bank.

This should be a much simpler process in Xero: show a list of checks waiting to be deposited and let me select the ones to deposit. Xero should print me a deposit slip and record the transfer from Undeposited Funds to the specified bank account.

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Bill Wingate shared this idea  ·   ·  Report…  ·  Admin →
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  • Helen Hall commented  ·   ·  Report

    Do you mean to say this can't be done in Xero?

  • Zoltan Benecz commented  ·   ·  Report

    Ive used other software in the past and as you say its very simple.

  • Florida Smitty's commented  ·   ·  Report

    Cash or checks waiting to be deposited. This would be of significant help. Thank you.

  • Angelique Hodgdon commented  ·   ·  Report

    What they could do is put a filter option at the top of the Invoice List.
    For example, once you go to the invoice lists and then select the "Paid Invoices" tab, there should be a "Filter" option to make it simple to select the checks waiting to be deposited. Basically the ones you want/need to include to match your actual Bank Deposit.
    That would be great.