Bank Reconciliation - Copy details from statement line into spend/receive money
Please set the bank reconciliation lines on the right-hand side to pre-populate with the details on the left=hand side, that is as long as there is no 'match'' and it is not a transfer. I'm mystified as to why I have to copy and paste all of the information from the left side to the right side when Xero could do this in a jiffy. Presently the pre-population remembers a long lost description I may have made such as 'birtthday gift' and Xero is remembering this forevermore. It would be simple and accurate to pre-populate especially since valuable information (such as credit card holder, original FX amount, credit card number) all appear in the description line and it is absolutuley tedious having to copy it all across! Thankyou
Sheena O'Flaherty
shared this idea
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Accounts Team
commented
Hi Sheena,
We totally agree too. I have a client who a Stripe bank account feed within their Xero. In order to provide a client branded receipt (customer name and description included) we have to manually create the contact. Then copy the description from the Stripe fee into the description when reconcilling. It's a very lenghty process when the client has lots of Stripe clients!
Please sort this Xero :) -
Budiono Tjandra
commented
Would you give button where we can automatically copy the description of the bank feed?