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  1. Bank Reconciliation | Suggestions - Matching by invoice number rather than amount

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    6 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    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.

    Ruth Carter shared this idea  ·