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  1. Bank Reconciliation: Add the ability to search by contact account number when matching transactions

    38 votes

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    submitted  ·  14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Vince Frank commented  · 

    This is vital. Trying to match a client payment by using their bank account name to find the appropriate Xero account is fraught with possible human error. Additionally, why does this have to be a manual process? If the client includes their contact account number in the transaction details, why doesn't Xero automatically find the relevant invoices?

    Vince Frank supported this idea  · 

  2. Bank reconciliation - Automated Reconciliation Using Client Account Number

    3 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Vince Frank shared this idea  ·