Settings and activity
4 results found
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1 vote
Appreciate you sharing this, Donna. The idea is to automatically clear any selected Match items when creating a prepayment during reconciliation, so they can't remain selected by mistake.
I’ve moved this to Gaining Support so we can continue gathering feedback. How would you expect this to work in Xero?
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Donna Markulin
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47 votesDonna Markulin
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14 votesDonna Markulin
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8 votes
Hi Emma, thanks for highlighting this opportunity for improvement.
We can see how clearer visual indicators for different reconciliation suggestions could make it easier to work through large volumes of bank transactions. Being able to quickly distinguish between match types could help users review and action suggestions more efficiently.
We'll continue to track the votes and feedbacks here to gauge the community's interest.
Donna Markulin
supported this idea
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As mentioned above, if it incorrectly matches against an invoice or other transaction and I want to record it as a prepayment when I select Create, Add details, it should display 0 transactions in step 1. Find and select matching transactions.
At the moment, sometimes it will display 1 transaction here. When I select in step 2 Spent as Prepayment I don't want it to match to any transactions.
At the moment, when I create the prepayment it is matching to both the prepayment and the incorrectly matched invoice and the reconciliation is out. I have to untick the incorrectly matched invoice to get the reconciliation to be correct.
Actually I wouldn't have this problem if Xero allowed me to make payments against an invoice and still allow me to edit the invoice and make further payments later. I invoice monthly but receive payments during the month. At the moment I have to record these payments as prepayments and Apply Credit at the end of the month on the invoice.