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1 vote
Hi Marinus, thanks for the detail of your needs here. While there's no particular feature for this right now, one option could be to use a consistent prefix that you add to the reference field of these type of bills.
When reconciling the payment in your bank account, you'd use Find & Match and could enter the prefix in the Search field to look up al the related bills for that period.
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Marinus Wassenaar
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10 votes
An error occurred while saving the comment Marinus Wassenaar
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Please add the functionality to integrate a group of companies into Xero. Enable users to specify which companies form part of a group so that when companies transfer funds between each others bank accounts that they can choose a fellow subsidiary or parent companies' bank account under the "Transfer" reconciling option in the bank recon screen. Also enable any transactions like journals etc to automatically be entered as a draft into the other subsidiary's' Xero when it is created. The above will make intercompany loan reconciliation much much better
Marinus Wassenaar
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I really think this is something you can look into building into the system.
Another part of this would be to have the system also match USD invoices for subscriptions to ZAR amounts in the bank account. Currently it causes quite a bit of additional effort to go and look through the invoices especially the scale at which some clients run their subscription platforms. So not just matching invoices ZAR to ZAR of the same value but using the USD FX rate on the day and matching it to the USD invoice amount