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  1. Bank Reconciliation - Automatic payment allocation to oldest invoices first

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    12 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for keeping this conversation going and sharing your workflows. It has been awhile since this was raised, so we just wanted to refresh the status.

    We understand you’re looking for payments in bank reconciliation to automatically match against the oldest outstanding invoices first, given that other details are relevant.

    Having more control over the matching order could make payment allocation easier for businesses managing a high volume of invoices.

    We’ll continue to track feedback and interest from the community for this idea, so please share your suggestion and use case for this feature.


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    Sarah Panter commented  · 

    when allocating payments to invoices, would be helpful if xero selected the oldest invoice at that value rather than the most recent invoice raised for that client. We have a number of clients that have monthly invoices for same value (subscription/services etc) and Xero always suggests the most recent which isnt helpful.

    Sarah Panter supported this idea  ·