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  1. Account Transactions | Batch Payments - Search individual payments within a batch

    4 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Andrew Barnes commented  · 

    Batch payment - record a payment as pending instead of paid, when creating a batch payment, so the bill can still be found using "Find & Match" when reconciling a statement.

    This will avoid having to find the Batch Payment then "delete & redo" so Bank feed statements can be reconciled.

    Xero Helpdesk sends one on a wild goose chase of suggesting that the bank should modify a batch payment transaction as a single line so Xero can recognise it.
    Does any bank actually do this?
    It doesn't seem plausible & I certainly want to be able to review our bank statements in individual payment detail, not a lump sum, where we have no idea who was paid.

    Andrew Barnes supported this idea  · 

  2. Batch Payments - Ability to 'split' when reconciling

    313 votes

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    13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
    Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!

    Andrew Barnes supported this idea  ·