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  1. Bank Reconciliation - Match multiple payments to one invoice

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    submitted  ·  35 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nick Hulme commented  · 

    We have been waiting years for this. Xero obviously don't look at these comments. They are too busy updating reports that worked perfectly well as they were, rather than work on something new that users need.

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    Nick Hulme commented  · 

    Please stop tinkering with the appearance and concentrate on the functionality. It is obvious that there is a demand for this feature. Please get on and sort it. You already have part of what is wanted in other areas of Xero eg credit notes on the Purchase Ledger. Part of the problem is that Xero searches for the amount with no option to make it search on the name of the customer. This only helps when you get to the last of many payments being allocated against a single invoice.

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    Nick Hulme commented  · 

    We are in the same boat. We have over 2,000 transactions each month to match up to our sales invoices and it usually takes around two days to allocate them all. We do not want to move away from Xero, but are looking at alternatives as we know this volume will increase and we do not have this amount of time available each month.

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    Nick Hulme commented  · 

    It currently takes us days to reconcile the payments at month end. An essential task but very long winded at the moment. If we could get this down to half a day, our valuable time saved could be spent on something more important.

    Nick Hulme supported this idea  ·