Xero Invoice Consolidation: please consolidate by payment method

started a topic almost 4 years ago

Hi, the Xero Invoice Consolidation option is so close to being very good. Invoices can be consolidated per store.

It will be nice if they could be consolidated by one more filter: by payment method. This would significantly, perhaps even enormously, help reconciliation of invoices with receipts in Xero, because the invoices would match distinct bank accounts; each day there would be one invoice for  PayPal and one for Shopify Payments for instance, which just makes it a bit clearer. You'll notice that most POS systems also consolidate per day, but the summary reports without exception in my experience group the daily sales by payment method, for the same reason.

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6 people like this idea
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