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Proposal for Enhanced Payment Allocation Feature in Xero and Filter Options enhancement

Subject: Proposal for Enhanced Payment Allocation Feature in Xero and Filter Options enhancement

Dear Xero ProductTeam,
I would like to propose an enhancement to Xero’s functionality, specifically regarding the home page or the Dashboard under the "Reconcile" section. It would be beneficial to introduce an option that allows users to allocate multiple payments to a single invoice simultaneously. This improvement would significantly reduce the time spent on manually selecting each payment to allocate against individual sales invoices. The impetus for this request stems from the need to process numerous payments related to sales invoices efficiently, particularly following month-end closures. I believe this feature would enhance user experience and improve operational efficiency.

The Filter Options on the Dashboard > Bank Account page require urgent enhancement. It is recommended that an additional field be incorporated for both “Spent and Received” transactions. This improvement will enable users to easily identify and analyse the amounts spent or received, facilitating more effective allocation of funds.

Thank you for considering this suggestion.

Thanks and kind regards, Waqar Ahmad

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Waqar Ahmad shared this idea  ·   ·  Report…  ·  Admin →
Feedback  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi Waqar, not hearing back from my last response we will shift this post to Feedback. If you'd like to respond with extra detail around the spent and received fields I'll be happy to review.

As noted in my last update I have also added your vote to this idea for matching multiple statement lines to an invoice at once - If there are any updates for that we'll share with everyone there. Thanks

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  • Waqar Ahmad commented  ·   ·  Report

    Proposal for Enhanced Payment Allocation Feature in Xero and Filter Options enhancement
    Subject: Proposal for Enhanced Payment Allocation Feature in Xero and Filter Options enhancement

    Dear Xero ProductTeam,
    I would like to propose an enhancement to Xero’s functionality, specifically regarding the home page or the Dashboard under the "Reconcile" section. It would be beneficial to introduce an option that allows users to allocate multiple payments to a single invoice simultaneously. This improvement would significantly reduce the time spent on manually selecting each payment to allocate against individual sales invoices. The impetus for this request stems from the need to process numerous payments related to sales invoices efficiently, particularly following month-end closures. I believe this feature would enhance user experience and improve operational efficiency.

    The Filter Options on the Dashboard > Bank Account page require urgent enhancement. It is recommended that an additional field be incorporated for both “Spent" and "Received” separate transactions search. This improvement will enable users to easily identify and analyse the amounts spent or received, facilitating more effective allocation of funds.

    Thank you for considering this suggestion.

    Thanks and kind regards, Waqar Ahmad