Settings and activity
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28 votes
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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Andrew Bartle
supported this idea
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It is common for us to invoice clients the same amount each month. Quite a few clients pay on a schedule that means they have received the next invoice when they pay the previous invoice. This missing option means that I can never trust the automatically matched invoice - I always have to manually match to see whether there is an older invoice that the payment should be assigned to. Otherwise we end up in a situation where a client who reliably pays their invoices has one old invoice that is severely and increasingly overdue, and it makes their statements look out of whack.
Reconciliation matching used to be one of my favourite features of Xero, but the lack of this tiny feature defeats the purpose and makes it a hindrance in many cases.