Bank Reconciliation - Customise Description/Reference when matching multiple bills to a single payment
when reconciling several bills against a single payment, the only option on the Description is 'Payment: Multiple Items' with blank Reference, instead of 'Payment: name of Payee' with Reference the invoice number. I need to be able to add the name of the Payee for clarity in the record, either in the Description or in the Reference area.
Margaret Thackray
shared this idea
Thanks for bringing this suggestion forward! We understand that when matching a single bulk payment to multiple bills, not being able to control the final description or reference on the transaction can make your bank statement and audit trail feel messy. Being able to customize this text instead of having Xero default to a supplier name or “Multiple Items” would make reconciliation much clearer and easier to track.
We’ve moved this idea to Gaining Support so we can track interest and share with our product teams how this added flexibility could improve record-keeping and reconciliation accuracy.
