Skip to content
← For small businesses

Enter your idea

For small businesses: Accounting features

Categories

(thinking…)

Bank Reconciliation: Cash Coding - Bank Transfers

Ability to use the cash coding screen to post to a bank account.

Purpose: It’s time consuming having to tick off each item in the reconciliation screen when there are a lot of transfer transactions

145 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Sophie Tawhai commented  ·   ·  Report

    Please get onto this Xero its almost as important as bulk payslip downloads.

  • Irene O'Leary commented  ·   ·  Report

    So 8 years of requests. Would be helpful if Xero could advise if this is even on the radar to get fixed in the next 12 months or work with clients to find an alternative better option in the meantime. Our business has over 50 integrated bank accounts. As we grow issues like this raises questions as to whether Xero can support growing business or whether we have outgrown Xero and need to look elsewhere

  • Wendy French commented  ·   ·  Report

    Transfers in Cash coding would be very helpful and is a necessary feature in my view.

  • Blake Walsh commented  ·   ·  Report

    Dec 2022 - I'm honestly surprised this still isn't a feature, i would have thought this was a core automation and coding critical feature. But much like the rest of the ignored features it doesn't surprise me this isn't done as well which is unfortunate. Given this was an idea raised 8 years ago i give this little hope.

  • Tax Ellison Support commented  ·   ·  Report

    This would definitely save so much time!!! We have quite a few clients who are transfer happy!!!

  • sayer Lauchande commented  ·   ·  Report

    Yes, Xero you need to create a bank transfer option in the cash coding section ASAP!!!

  • Ravdeep Singh Sandhu commented  ·   ·  Report

    Hi Xero Team

    Can this one be put on priority please? I've got thousands of transactions in paypal every month and its a nightmare to be not able to do transfers between paypal and my bank account on the cash coding screen! If there is a work around, please suggest.

    Thanks

  • Linda Bates commented  ·   ·  Report

    The ability to bulk reconcile bank transfer rules form the cash coding screen

    I have an E-Commerce client that has 'managed payment' bank accounts for eBay, Amazon, PayPal etc. with a high volume of bank transfers on a daily basis to & from the current account, whilst rules are essential, being able to bulk reconcile via cash coding would be a game changer!

  • Lillian Barnard commented  ·   ·  Report

    Morning

    It would be really handy if we could create a rule under cash coding for transfers, the way you can with spend money and receive money.

    Thank you

2 Next →