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  1. Bank rule - Ability to set up overpayments to a supplier

    37 votes

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    15 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, thanks for sharing your feedback on this idea about creating bank rules for supplier overpayments. 💙 We appreciate you explaining how this could help save time when regular payments are made before bills are received or when amounts don’t match.

    This idea is now open for community support through votes and comments. If you’d find this useful, please add your vote and share how you’d use this functionality, including any examples from your own workflow.

    We’ll keep an eye on the feedback and engagement this receives. Thanks again for helping us understand which improvements would make the biggest difference.

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    Eloise Wright commented  · 

    It would be a huge help if overpayments on account could be created in bank rules, rather than just direct payments. It's very helpful in particular with clients who have a huge number of bank transactions to clear and a tendency to only provide partial records... If you could 'auto apply' a rule, for example "all outgoing money to Screwfix, put as an overpayment on the Screwfix account"

    Eloise Wright supported this idea  ·