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  1. Bank Reconciliation - Ability to split spend or receive money transaction

    6 votes

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

    Hi everyone, thanks for bumping this idea . We understand you’re looking for a more visible way to split bank transactions from the reconciliation screen, so you can break down a single transaction into multiple categories more easily.

    Having the split option more accessible could help make reconciliation quicker and reduce the need to search through additional steps.

    We’ll continue to keep track of this idea and gather feedback from the community.


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    Antonia Foreit commented  · 

    Critical to be able to split Receive Money transactions when Payor provides single remittance advice but payment is made over multiple transactions. As there is no invoice generated in Xero, the transaction must be recorded as receive money - but there is no option to split a receive money transaction!

    Antonia Foreit supported this idea  ·