Bank Rec - Match Customer bank details
Reconciling needs to cross reference the bank details of the customer as well as the amount paid. One of the biggest admin errors we face is when we auto match the wrong statement line to invoice. If the software was looking for the bank details too this would help avoid mis match.
1
vote
Julia Gentle
shared this idea
We'll need some more detail for your post to be considered as an idea here, Julia. If you can clarify which bank account you are wanting to match (I assume the bank account that the payment was made from) we will be able to ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
