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  1. Bank Reconciliation: Bulk import recieved payments

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    19 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your feedback on this idea, everyone.

    We’ve recently introduced a feature that may help with some of the needs raised here, and we’d be really interested to hear whether it’s useful for your workflow.

    Many organisations now have access to Smart Document Capture, with the rollout still continuing across regions. This feature allows you to upload files into Xero, review the extracted information, and create transactions from those documents, including spend and receive money transactions.

    You may also find importing a pre-coded CSV bank statement helpful, particularly if your organisation doesn’t have a bank feed available.

    To be transparent, we don’t currently have plans to support importing received payments. That said, we’d encourage you to try these features and let us know here how they work for you, and whether there are still gaps for your use case.

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    Sarah Eldridge commented  · 

    This is an excellent idea and will save so much time

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    Sarah Eldridge commented  · 

    Ability to import batch payments received with info from remittance advice.

    Can your team consider putting a feature in xero that allows us to get data from a remittance advice and upload so that payments for invoices on the file are applied in bulk. Currently we have to create batch deposits by manually selecting invoices for payment. I have hundreds of small invoices paid each month and payment is made from another Xero account. I want to be able to match these payments off faster. Surely they would be a faster way than the current individual selection.

    Sarah Eldridge supported this idea  ·