Currently when creating a Batch payment, you enter the Particulars, Code, Reference and Payment amount individually for each single line.
But the moment you press Make Payment and Export the Batch File, multiple lines for one Supplier are merged, keeping the details only from the first line.
We should be given the option for Xero NOT to merge payment lines.
I struggled with this for years, taking a screenshot of my Xero batch, then having to edit it in online banking to make it look like it did before Xero merged it.
This manual process is highly prone to mistakes.
But I want the supplier to see which invoices are being paid. Because the times I didn't split the payment, the supplier mis-allocated the payments and it took even longer to work through messy reconciliation.
I know many would suggest I send Remittance Advices instead.
But I believe we should be given the freedom to choose whether we want the payments merged or not depending on our preference, using a tickbox at the point of making the batch payment.
I don't always have the supplier's email address for remittances.
And I want them to be able to immediately see which invoices are being paid without going through separate communication that potentially goes to another staff member.
Surely accounting software is there to make processes easier not harder.
This has been one of the few remaining advantages competing software has over Xero.
Andrey Polounine
supported this idea
·
Currently when creating a Batch payment, you enter the Particulars, Code, Reference and Payment amount individually for each single line.
But the moment you press Make Payment and Export the Batch File, multiple lines for one Supplier are merged, keeping the details only from the first line.
We should be given the option for Xero NOT to merge payment lines.
I struggled with this for years, taking a screenshot of my Xero batch, then having to edit it in online banking to make it look like it did before Xero merged it.
This manual process is highly prone to mistakes.
But I want the supplier to see which invoices are being paid. Because the times I didn't split the payment, the supplier mis-allocated the payments and it took even longer to work through messy reconciliation.
I know many would suggest I send Remittance Advices instead.
But I believe we should be given the freedom to choose whether we want the payments merged or not depending on our preference, using a tickbox at the point of making the batch payment.
I don't always have the supplier's email address for remittances.
And I want them to be able to immediately see which invoices are being paid without going through separate communication that potentially goes to another staff member.
Surely accounting software is there to make processes easier not harder.
This has been one of the few remaining advantages competing software has over Xero.