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  1. Bank Reconciliation: Bulk import recieved payments

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    19 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your feedback on this idea, everyone.

    We’ve recently introduced a feature that may help with some of the needs raised here, and we’d be really interested to hear whether it’s useful for your workflow.

    Many organisations now have access to Smart Document Capture, with the rollout still continuing across regions. This feature allows you to upload files into Xero, review the extracted information, and create transactions from those documents, including spend and receive money transactions.

    You may also find importing a pre-coded CSV bank statement helpful, particularly if your organisation doesn’t have a bank feed available.

    To be transparent, we don’t currently have plans to support importing received payments. That said, we’d encourage you to try these features and let us know here how they work for you, and whether there are still gaps for your use case.

    Tom O'Neill supported this idea  · 
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    Tom O'Neill commented  · 

    We are receiving batch payments from customers for sometimes around 100 invoices at a time, which involves opening their remittance advice document and copying & pasting the invoice numbers across into the matching feature in Xero. Further complicating things when the remittance advice shows payments for each 'item' on an invoice and/or part payments.
    Is it possible to have a CSV upload of simply two columns of data: invoice number and payment amount, which would then pre-select the invoices from the CSV?
    Provided the totals match, it would then be super simple to reconcile the batch payment.
    Thanks