Bank Reconciliation - Colour code suggested matches
Add a second amber option to the xero suggested matches in bank reconciliation. Currently, all suggestions are green, even if the payment is from a different supplier or with a different invoice number. Xero could offer the option of Green = invoice amount, invoice reference and Customer all match - Amber is one or two of these match. This would then highlight any suggested matches that need further investigation and would stop people incorrectly matching the wrong invoice to a payment
Emma Jones
shared this idea
Hi Emma, thanks for highlighting this opportunity for improvement.
We can see how clearer visual indicators for different reconciliation suggestions could make it easier to work through large volumes of bank transactions. Being able to quickly distinguish between match types could help users review and action suggestions more efficiently.
We'll continue to track the votes and feedbacks here to gauge the community's interest.
