Bank Reconciliation - Automatically clear suggested matches when recording a prepayment
When reconciling bank statement lines, Xero sometimes automatically selects suggested matches (such as invoices) that may not be correct. If I use the Create tab to record a prepayment, the previous suggested match remains selected. This increases the risk of reconciling to the wrong transaction, as I have to manually untick the incorrect match before reconciling.
It would be much more intuitive and safer if, after creating a prepayment, Xero automatically cleared any previously selected matches so that only the new prepayment is selected for reconciliation. This change would reduce errors and make the workflow more efficient.
Donna Markulin
shared this idea
Appreciate you sharing this, Donna. The idea is to automatically clear any selected Match items when creating a prepayment during reconciliation, so they can't remain selected by mistake.
I’ve moved this to Gaining Support so we can continue gathering feedback. How would you expect this to work in Xero?
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Donna Markulin
commented
As mentioned above, if it incorrectly matches against an invoice or other transaction and I want to record it as a prepayment when I select Create, Add details, it should display 0 transactions in step 1. Find and select matching transactions.
At the moment, sometimes it will display 1 transaction here. When I select in step 2 Spent as Prepayment I don't want it to match to any transactions.
At the moment, when I create the prepayment it is matching to both the prepayment and the incorrectly matched invoice and the reconciliation is out. I have to untick the incorrectly matched invoice to get the reconciliation to be correct.
Actually I wouldn't have this problem if Xero allowed me to make payments against an invoice and still allow me to edit the invoice and make further payments later. I invoice monthly but receive payments during the month. At the moment I have to record these payments as prepayments and Apply Credit at the end of the month on the invoice.