Batch Payment - New Bills/payee's highlighted in Batch Payment Summaries
Accounts Payable - New Bills/payee highlighted in batch payment summary
I review the batch payment summaries for our organization after they have been approved by managers but I would like some further controls - it would be great if there was some indication on the batch payment summary that this was a first time bill payee and/or if Xero could check for duplicated bank account numbers in the batch payment summaries.
Dionne Savage
shared this idea
Hi team, we appreciate how identifying duplicated bank account numbers, and highlighting new payees in batch payments could make payment reviews quicker and provide extra confidence before approval.
We have a new feature that'll soon be rolled out o customers centred around bills protection. This feature will help by screening bills before payment and flagging first-time payees.
Being upfront it's focused on the bills workflow rather than batch payment, and checks for bank-detail changes or mismatches, rather than duplicated bank account numbers across payees.
We’ll continue to consider how these safeguards can be presented in the payment review experience.
If there's any news of improvements that meet needs here I'll be back with an update.
