How Xero Batch Payments Can Make Your Life Easier

Xero batch payments allow you to process multiple payments at once, rather than having to deal with each payment individually. This means you can save time, reduce errors, and increase efficiency in your payment process. Plus, it’s easy to set up and use!

Here’s how to use Xero batch payments:

2. Select the ‘Bills you need to Pay’ tab on the dashboard. Then, click on the ‘Awaiting Payment’ tab.

3. Select the bills you want to pay from the list of outstanding bills and then click on the ‘Batch Payment’ tab.

4. A confirmation will pop up with ‘You have selected # bills to pay.’ Continue with ‘Pay # bills’.

5. Select the bank account you want to pay the bills from and select ‘Create a batch payment’ option and then continue to review bills.

6. Enter the payment details for each bill, including the amount, the date, and any reference or description. Ensure the details for Payment reference and Payee reference is filled.

7. Review the payments and make any necessary changes, then click ‘Continue to payment summary’. Note:

8. Click on ‘Finish and view batch.

9. Click on the ‘Create a batch file’ button to download the payment file in ABA format.

10. Log in to your bank’s online banking system and navigate to the ‘Batch Payment’ section.

11. Upload the payment file containing the payment details.

12. Review the payments in your bank’s online banking system to ensure that they are correct.

Here’s an example with pictures of how to create a batch payment in Xero:

Note: If you accidentally added a transaction, you can remove it from the batch payment by clicking on the three dots menu at the end of the transaction and then selecting ‘Remove from batch’.

9. Upload the payment file containing the payment details.

10. Review the payments in your bank’s online banking system to ensure that they are correct.

Xero batch payments are a great feature that saves you time, reduces errors, and increases efficiency. By using Xero batch payments, you can streamline your payment process and focus on other important tasks. Give it a try, and see how it can make your life easier! And if you need any help setting up Xero for your business, don’t hesitate to contact us at MKG Partners. Our team of experts are here to help you!