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  1. Reconciliation - Overpayment Allocation Reminder

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Tania, thanks for submitting this idea! We understand it'd be to have an automatic alert for unallocated overpayments during bank reconciliation. Without this, credits can be easily missed and left unallocated.

    Right now, there’s no pop-up or indicator on the reconciliation screen to remind you about existing unallocated credits, so manual tracking is needed.

    This idea is now in the Gaining Support stage. Your votes and comments help us see how important this feature is to the wider Xero community and guide what we build next.

    Tania Harris shared this idea  ·