Bank Reconciliation - Ability to upload a remittance and Xero to match with existing transactions
In Bank rec window, when you try to reconcile a money receive, you could upload the remittance advice from customer PDF or excel, then Xero could auto match all the existing invoices/credit notes
Chelsey Chen
shared this idea
Totally get the forward thinking here, thanks for sharing! We're continuing to think about how we can bring more automation to reconciling your accounts and while this isn't something we have direct plans of atm we'll keep a close eye on the support here and be sure to share if there are any updates planned.
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Vince Fukes
commented
I have multiple clients processing multiple payments each week, each payment is for multiple invoices, some of which are part pay.
To have an upload option of a remittance, which can then be matched to a single or multiple lines within the statement would be huge time saver.
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martin bailey
commented
This would be so helpful. I get a remittance advice of up to 20 invoices paid by a single customer. I currently have to go through them all manually. Dragging and dropping in a box or uploading the advice for Xero to work through and match would be awesome.