Settings and activity
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4 votes
It sounds like the suppliers payment details maybe held somewhere on the original bill that's been entered, Laura - Is this correct?
Is this detail that would commonly change for a supplier you work with? Generally when creating a batch this information is pulled from the contacts record.
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Pamela Lambie
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2 votesPamela Lambie
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Pamela Lambie
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20 votesPamela Lambie
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215 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
An error occurred while saving the comment Pamela Lambie
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Find & match for bank receipts - there is a tick box for 'select all on this page' ie. 50 - can another box be added for 'select all' (ideally providing the number of invoices in brackets eg 632) - this would allow users to search for a particular customer / reference (of which there may be hundreds / thousands of transactions) & reconcile with one tick
Pamela Lambie
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An error occurred while saving the comment Pamela Lambie
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Find & match for receipts - there is a tick box for 'select all on this page' ie. 50 - can another box be added to 'select all' (noting the number in brackets eg 632) - this would allow users to search for a particular customer / reference (of which there may be hundreds / thousands of transactions with one tick )
It would be really useful on batch payment page to have the ability to click on a link to view the invoice if needs be (without cancelling the batch payment). There will be occasions where bank details have not been entered prior to payment set up & need to be entered on this page. Unless you already have a separate tab open you have to come back out of the payment, look up invoice to get bank details & then recreate the batch.