We now have an update of the Xero match feature which is in BETA release. Have a look at the new stuff below!
- If an item in Receipt Bank matches a transaction on your bank feed in Xero, it now appears in the Payment column as "Paid: Bank Match!"
- Hovering above the icon will result in this message:
- You can then open the Item Edit page and review.
- Clicking on Autofill will result in automatic set up for the item to be published to Purchases as Paid with the linked Bank Account specified in the match:
- The item is now ready to be published! You have just saved time and clicks with sending the item to the paid area in Xero for quick reconciliation!