We are a business that frequently receives multiple payments (weekly, fortnightly, and monthly) from the same customers. A recurring issue we encounter is the manual effort required to process overpayment refunds.
Currently, if a customer makes multiple overpayments, we must first manually "Make a cash refund" in Xero before these overpayments appear when using the "Find and Match" function. This effectively creates a double-entry process for each refund, which is particularly time-consuming when dealing with several overpayments from a single customer. The need to reach out to customers to stop automatic payments further highlights the inefficiency of this workflow.
We recall a previous process where reconciling overpayments and subsequent refunds was much smoother. Our ideal solution would be:
* When a transaction is reconciled as an overpayment, it should be automatically available for matching during a refund.
* When processing a refund, we should simply be able to click "Find and Match" and easily locate the relevant overpayment(s) by searching for the customer's name, without needing to manually "Make a cash refund" beforehand.
Removing the redundant "Make a cash refund" step would significantly improve our reconciliation efficiency and reduce the administrative burden associated with frequent overpayments. We believe this enhancement would greatly benefit businesses like ours that manage a high volume of recurring customer payments.
Yulieth Ospina
supported this idea
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We are a business that frequently receives multiple payments (weekly, fortnightly, and monthly) from the same customers. A recurring issue we encounter is the manual effort required to process overpayment refunds.
Currently, if a customer makes multiple overpayments, we must first manually "Make a cash refund" in Xero before these overpayments appear when using the "Find and Match" function. This effectively creates a double-entry process for each refund, which is particularly time-consuming when dealing with several overpayments from a single customer. The need to reach out to customers to stop automatic payments further highlights the inefficiency of this workflow.
We recall a previous process where reconciling overpayments and subsequent refunds was much smoother. Our ideal solution would be:
* When a transaction is reconciled as an overpayment, it should be automatically available for matching during a refund.
* When processing a refund, we should simply be able to click "Find and Match" and easily locate the relevant overpayment(s) by searching for the customer's name, without needing to manually "Make a cash refund" beforehand.
Removing the redundant "Make a cash refund" step would significantly improve our reconciliation efficiency and reduce the administrative burden associated with frequent overpayments. We believe this enhancement would greatly benefit businesses like ours that manage a high volume of recurring customer payments.