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.
Bill Wingate
shared this idea
-
Florida Smitty's
commented
Any progress regarding this idea?
-
Zoltan Benecz
commented
Ive used other software in the past and as you say its very simple.
-
Florida Smitty's
commented
Cash or checks waiting to be deposited. This would be of significant help. Thank you.
-
Angelique Hodgdon
commented
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.