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  1. Prepayments & Accrual Schedules

    145 votes

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    submitted  ·  20 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Reuben Lovell supported this idea  · 

  2. Repeating Customer Prepayments

    1 vote

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    0 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Reuben, thanks for the detail in your idea here - It sounds like you're currently manually creating the prepayment in Xero and then manually reconciling this once it's received in your bank account?

    Though not a repeat prepayment feature like you're asking however you could create the transaction right when you're reconciling - From the Create option in the Reconcile screen click Add details which will open the modal. Here you can click the drop down on the Received as and change this from Direct Payment to Prepayment.

    Totally get this doesn't automate the creation of the transaction completely, however could help save a few steps each month. LMK if this helps 🙂

    Reuben Lovell supported this idea  · 
    Reuben Lovell shared this idea  ·