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  1. Bank Reconciliation - Ability to upload a remittance and Xero to match with existing transactions

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

    Totally get the forward thinking here, thanks for sharing! We're continuing to think about how we can bring more automation to reconciling your accounts and while this isn't something we have direct plans of atm we'll keep a close eye on the support here and be sure to share if there are any updates planned.

    Matthew Mascarenhas supported this idea  · 
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    Matthew Mascarenhas commented  · 

    Our CRM has 2 way integration with Xero, was one of the reasons we chose that specific CRM.
    We received remittance advices for multiple payments all on the one invoice. Then manually have to match the invoice numbers for bulk payments.
    It would be useful to upload the remittance advice to that match payment and then auto select and match the invoices to the bulk payment