Settings and activity
7 results found
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6 votes
Martin Dent
supported this idea
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12 votes
Thanks for sharing this idea. I can see why matching by invoice number or reference, instead of relying on the amount first, would be really valuable for businesses dealing with instalments, part-payments, or payments that don’t exactly equal the invoice total.
Right now, suggested matches are based on the statement line and transaction having the same amount, with other statement details also considered, so I understand why this request would help reduce manual work and lower the risk of matching a payment to the wrong invoice.
If this would improve your workflow too, please add your vote and comment with a real example of when matching by invoice number or customer reference would save time or prevent errors. The more detail shared here, the easier it is to show the impact this has for customers.
Martin Dent
supported this idea
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38 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. Looks like this idea has been gaining support from our product idea community! Whilst there's no committed road map for this idea, our product team are focused on payrol. They're keeping an eye on this idea and we will continue to share updates as things evolve.
Martin Dent
supported this idea
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15 votesMartin Dent
supported this idea
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55 votesMartin Dent
supported this idea
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245 votes
Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation
would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.
We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊
It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!
Martin Dent
supported this idea
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159 votes
Hi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.
As a global business with many requests for our different regions and needs, we are not able to build everything at once.
We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.
