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Banking & chart of accounts: Reconciliation

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Bank Reconciliation - Contact match by additional contact details

Bank Reconciliation suggestions. The ability for Xero to identify a name within a customer contact and match it to the name on the bank feed and suggest this as a match. for example John Smith is the contact for ABC pty ltd. when he makes payment he only references John Smith. Xero will recognise John smith is a contact for ABC pty ltd and suggest their invoice in the bank rec.

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Louise Lamb shared this idea  ·   ·  Report…  ·  Admin →
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  • Clare Brooks commented  ·   ·  Report

    This would save so much time!

    We have a lot of monthly repeating invoices for the same price. I often won't know if the payment received is for this month early or last months late. It will be in the list they suggest for you but I have to manually type in the contact to filter down it to see before clicking ok.

    If Xero only showed the matches under the same contact on the bank statement payment with the normal find and match as back up this would make life so much easier. If there wasn't another bill for the same contact I could click straight away and if there was it would take me straight to all bills for that contact. So much quicker to reconcile.

  • Amanda George commented  ·   ·  Report

    This will help with faster reconciliation without having to jump between screens

  • Louise Lamb commented  ·   ·  Report

    I think this will save a lot of time reconciling income

  • Sean Heanaghan commented  ·   ·  Report

    If selling on the market or kogan or other marketplaces like this, the invoice often will have another reference number which is not being found in Xero. These marketplaces actually make an email that has the reference number as the email, so if the search could look through email as well as the name it would find these reference numbers to make reconcilation easy. At the moment, we have to take the reference number from the spreadsheet, translate it in Shopify to find the sales order number that Xero would recognise and then paste that into xero to reconcile. Painful process