Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

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

    45 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Vince Frank shared this idea  ·