Reconciliation - Bulk Reconcile transactions in the account transactions view
Bulk Reconcile transactions in the account transactions view
At the moment is very time-consuming to manually reconcile tons of transactions in the account transaction view. It would be very very very helpful to be able to tick the transactions we'd like to reconcile and be able to bulk reconcile them. At the moment we have to enter into each transaction and reconcile it. It's not scalable.
Thanks
AdminXero Team
(Admin, Xero)
shared this idea
You can try to use Mark as Reconciled option, this is great for bulk reconciling if you have account transactions without a matching bank statement line. Heaps of detail on this Xero Central article.
Otherwise, there's the Cash Coding feature for quickly reconciling cash transactions.
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AdminDana A
(Admin, Xero)
commented
You can try to use Mark as Reconciled option, this is great for bulk reconciling if you have account transactions without a matching bank statement line.
Otherwise, there's the Cash Coding feature for quickly reconciling cash transactions.