Bank batching on Xero

How do I batch banking credits from different customers on Xero?

Didn't find your answer?

My client's bank batches credits from different customers together and they show as one entry on the bank statement.  However, my client has every customer credit as a separate line in his Xero bank account, making it difficult to check the bank.  Is it possible for him to batch credits from different customers together in future so that there is one entry in the Xero bank account that matches the credit on the bank statement?

Replies (1)

Please login or register to join the discussion.

avatar
By daniel_
07th Nov 2019 18:41

Yes. If you go to invoices awaiting payment in Xero, you'll see tickboxes on the left.

Select the items which are included in the deposit which appears on the bank statement, then click the "Deposit" button at the top.

This will create a new batch deposit. When the line appears in the bank feed it should suggest the batch deposit as a match if the total agrees with what's shown on the statement.

Thanks (1)