Bank Reconciliation - Allow “Split” from "2. view your selected transactions" section in bank reconciliation
When reconciling bank transactions in Blue Xero, the "Split" option is currently only available at the individual transaction level in the "1. Find & select matching transactions" section.
It would be much more efficient if the "Split" option were also available in the "2. View your selected transactions" section. This would allow users to first select all invoices or bills that form part of a single payment, and then apply the split at that point, rather than needing to split each invoice or bill individually.
Additionally, if an invoice is selected without being split and the user moves on to the next invoice, the original invoice must be searched for again in order to apply the split. Allowing splitting from the selected transactions view would avoid this repetitive and time-consuming step.
This enhancement would improve the bank reconciliation workflow for both spend money and receive money transactions, including invoices and bills, and reduce unnecessary repetition.
Natascha Natke
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