Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.
We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.
For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;
Similarly, we are working on a solution for our AU customers and will be sure to share more as this progresses.
We’ve updated the idea status to Not in pipeline to reflect where things stand today. We’ll continue to review it alongside other improvements in this space, and share if there are any active developments that will solve the needs expressed here.
Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.
We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.
For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;
I agree that Xero needs to allow individual edits eg to an invoice (that has been reconciled) or particular item needing adjustment, imagine having to un-reconcile a large batch of invoices to edit just one invoice (customer pays final amount with credit card so you need to add surcharge but to do so you need to un-reconcile the whole batch, edit said invoice then re-reconcile the whole batch), seems very illogical and terrible efficiencies to have to do this.
I agree that Xero needs to allow individual edits eg to an invoice (that has been reconciled) or particular item needing adjustment, imagine having to un-reconcile a large batch of invoices to edit just one invoice (customer pays final amount with credit card so you need to add surcharge but to do so you need to un-reconcile the whole batch, edit said invoice then re-reconcile the whole batch), seems very illogical and terrible efficiencies to have to do this.