Settings and activity
4 results found
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84 votes
An error occurred while saving the comment 
Wilene Werth
supported this idea
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55 votes
An error occurred while saving the comment Wilene Werth
commented
It does not make sense to me that Xero has the option to allocate an account number to a customer, but on the bank recon it does not pick up on the number and when you do find & match you cannot search on the account number! This a shortcoming in Xero? Will this be looked into?
Wilene Werth
supported this idea
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6 votesWilene Werth
supported this idea
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An error occurred while saving the comment Wilene Werth
commented
How do you guys deal with customers that pay only with their account number as the reference? The account number shows up on the bank reconciliation, but we cannot match it to the account holder/customer. Support suggested that I create a bank rule, but with 70+ customer accounts this is not an option. I agree that Xero should be able to match account numbers allocated to customers from the bank feed!
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197 votes
💫 Thanks everyone for sharing your feedback here and for continuing to support this idea.
We know the conversation on this has been building over time, and we really appreciate everyone who’s taken the time to add their vote and explain how this would help in day-to-day work.
We’ve reviewed the idea and are updating the status to Gaining support so it can stay open for votes and comments from the community. Please keep sharing and supporting the idea so we can continue to gauge community interest. If you’d like to add more detail on how this would help your workflow, that context can be especially useful for our product teams as they review the ideas customers care most about.
Thanks again for taking the time to share your thoughts and support here.
Wilene Werth
supported this idea
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I would also like to see that the Packing Slip is a customised item under the branding theme and not part of the combined invoice and packing slip current option.