Record payments from remittance advices
Customers frequently send remittance advices ahead of making payments, and often these are payments for several invoices. Currently I manually attach these to the payment transactions in Xero on reconciliation. It would be great to see Dext with the ability to scan these remittances, record sales invoices as paid in Xero, and attach the remittance advices to the payment transaction.
I would see this working similarly to the 'paperwork match found' functionality of Costs.
Jon Shepherd
shared this idea
-
Elaine Thomson
commented
Bring in the same brilliant functionality for debtor remittances that you currently have for supplier statements when matching total & payments in bank to outstanding supplier invoices in the system. It would save a lot of time if you could feed the remittance advice received from the client to Dext and Dext could identify the outstanding invoices being paid in the system. if Dext could check these items when you go to reconcile the receipt in bank so that it automatically applied the payment to the outstanding client invoices being paid that would save heaps of time. You could provide a few free like in the supplier statement extraction and charge for any extras used! This functionality would save your clients lots of time and I bet it'd get used and be really popular.