Adjust Bank Match payment date to match payment date on bank feed
If a receipt has a date that differs from the date of the payment on the bank feed, you should take the date of the payment on the bank feed for the created payment. For example if a invoice from 2nd May matches a payment on the 3rd May and you autofill and push the transaction over to Xero, the invoice created should take the date of the 2nd May but the payment should take the date of 3rd May.
This is the best practice.
11
votes
AdminUserVoice Admin
(Admin, Dext)
shared this idea
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Siobhan Brennan
commented
Highlight gaps in bank statements. Sometimes there may be small gaps in bank statements. Can you have a feature that highlights that the difference in the closing balance and opening balance of the next statement is out and what date range is missing.