We get two deposits into our bank account daily from our card terminal provider (Adyen) and our invoices and payments from our practice management software (Provet) are automatically integrated into Xero. We reconcile the Adyen deposits with the relevant Provet payments and add the transaction fee for each deposits.
When we're reconciling under "1. Find & select matching transactions", it would be really helpful and save us lots of time if we could filter the transactions by date, and whether they are invoices or payments (as ideally I'd want to be able to filter to only the payments from the previous day and select all of them).
I sent the attached screenshot to Xero support and they said to post it here
Eleanor Lee
supported this idea
·
This would be really helpful
We get two deposits into our bank account daily from our card terminal provider (Adyen) and our invoices and payments from our practice management software (Provet) are automatically integrated into Xero. We reconcile the Adyen deposits with the relevant Provet payments and add the transaction fee for each deposits.
When we're reconciling under "1. Find & select matching transactions", it would be really helpful and save us lots of time if we could filter the transactions by date, and whether they are invoices or payments (as ideally I'd want to be able to filter to only the payments from the previous day and select all of them).
I sent the attached screenshot to Xero support and they said to post it here