Bank reconciliation: add transaction default contact
During bank reconciliation we deal with many customers that slightly over/underpay their invoices, which makes it necessary for us to create overpayments often.
Suggestion: when a payment is partially matched during reconciliation (the user has checked one or more invoices to match with the same contact) and the user selects 'New Transaction' to allocate the remainder, Xero should prefill the contact field with the same contact that the user has already matched.
Reason: Xero makes it a bit too easy to accidentally create new contacts when a user types into the contact field, sees the correct contact showing, but does not select an existing contact with the mouse. Each member of our practice has done this at least a few times unintentionally.
In any cases where the user has selected some matching invoices with the same contact, and still needs to create new transactions to complete reconciling the statement line, I think 99% of the time the contact will be the same. If not the user can overwrite the prefilled/suggested contact.
Jessica Salmon
shared this idea
Thanks for sharing this idea with the Xero community. We appreciate the time you’ve taken to explain your suggestion for carrying the contact from a matched invoice or bill through to an additional transaction during bank reconciliation. We’re moving this idea to Gaining Support so we can gauge community interest and hear from other customers who would find this useful in their day-to-day workflows. Votes and comments help us understand how broadly an idea would benefit the community and allow others with a similar need to add their support. If this idea would be valuable to you, please vote for it and share any additional feedback or examples in the comments.
