Settings and activity

1 result found

1. Invoice – Unique payment reference field for Reconciliation

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi Callum, appreciate you highlighting how a unique payment reference field could support reconciliation workflows. Your suggestion about displaying Link IDs on detailed reports to track account movements is a valuable feedback.

   This idea has now moved to Gaining Support, which means it’s open for community support through votes and comments. We encourage other members who would find this helpful to add their votes and share their experiences.

   In the meantime, a practical workaround is to use the “Reference” field consistently. When creating invoices, include a unique reference code for the payment (for example, PAY-1001), and when receiving payments, enter the same reference in the “Reference” field. This ensures that the data will appear in the Reference column in both the Receivable Invoice report and the Account Transactions report when run for the relevant bank account, making it easier to track and reconcile payments.

   We’ll update this thread when the idea gains traction and is reviewed further by the product team.

   Hi Callum, appreciate you highlighting how a unique payment reference field could support reconciliation workflows. Your suggestion about displaying Link IDs on detailed reports to track account movements is a valuable feedback.

   This idea has now moved to Gaining Support, which means it’s open for community support through votes and comments. We encourage other members who would find this helpful to add their votes and share their experiences.

   In the meantime, a practical workaround is to use the “Reference” field consistently. When creating invoices, include a unique reference code for the payment (for example, PAY-1001), and when receiving payments, enter the same reference in the “Reference” field. This ensures that the data will appear in the Reference column in both the Receivable Invoice report and the Account Transactions report when run for the relevant bank account, making it easier to track and reconcile payments.

   We’ll update this thread when the… more

   Callum Fountain shared this idea  ·  03 December, 2025