Reconciliation - Bulk 'OK' for reconciling bank transactions
Ability to select multiple/all transactions during reconciliation.
Purpose: To save users time from having to reconcile the transactions one by one.

Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm, but we keep this top of mind as we continue to make Xero reconciliation even more powerful.
For now, cash coding in Xero can help save time with bulk reconciliations where you'll find Xero's suggested create transactions, and any bank rules you've set up are also presented - Find out more on how this works on Xero Central
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Samuel Knowlton commented
With the price increase on Growing, Xero now costs more than our payroll provider (whom we switched to ages ago when Xero dropped out of the payroll business, but not before messing up our account ledger that remains messed up to this day)
We downgraded to 'Early' and will try the Chrome extension. If that fails, we're off to Zoho. $660/yr for a lot of stuff we don't use and a lot of missing stuff we need ... what is it about the lifecycle of these tech companies where you add five years to the date everybody was excited about the functionality and price and the cost has doubled and satisfaction has gone into the toilet?
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Nikki Velinsky commented
Hi Sharolyn, if you go to the ? help option at the top of the Xero page you will see the option to 'Enable mark as Reconciled' This will allow you to tick all the items that you want to reconcile - you then have the ability to mark all selected as reconciled in the Accounts transaction tab.....hth
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Sharolyn Sievert commented
I was just notified the prices for Xero are going up yet again - but this simple feature still hasn't been resolved. For accounts that don't have bank links, you have to manually open each transaction, manually reconcile, close the transaction and go back to the account, and repeat - over and over again... it is so time consuming. Please fix this so we can select multiple (bulk) transactions and reconcile them with one click!
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Ryan Spiteri commented
Hi Claudia 👋
As someone who’s been using Xero for over 10 years, I’ve always appreciated its simplicity and reliability. But let’s face it, when you're dealing with high-volume reconciliations (think Stripe clearing accounts or cash control accounts with 500+ transactions/month), manually clicking “OK” for every item can be frustrating and incredibly time-consuming.
To tackle this inefficiency, we built a custom Chrome extension that enhances Xero’s native reconciliation functionality, and it's been a game-changer for our internal workflows and clients.
🛠️ What the Xero Bulk Reconciler does:
✅ Bulk Reconcile all transactions showing the "OK" button
✅ Reconcile bills, invoices, and bank rules in one go
✅ Filter and reconcile only transactions matching a bank rule
✅ Choose to reconcile with or without suggested matches
✅ Instantly reconcile all visible transactions on the reconciliation screen
✅ Saves HOURS of manual clicking every weekWe’ve prepared a short demo video showing exactly how it works and how it can slot right into your reconciliation workflow. [https://youtu.be/9Pkbxl61Y8w]
If you’re interested in getting access or want to learn more, drop a comment below or email me directly at ryan.spiteri@worqinc.com, I’ll be happy to follow up with the full details.
Xero Reconciler Download Link:
https://chromewebstore.google.com/detail/xero-bank-reconciler/liikamkkgnfejdifjgjlgnonkjhjbnjo?authuser=0&hl=enBest regards,
Ryan Spiteri
Head of FinTech, worqinc -
Ryan Spiteri commented
Hi everyone 👋
As someone who’s been using Xero for over 10 years, I’ve always appreciated its simplicity and reliability. But let’s face it, when you're dealing with high-volume reconciliations (think Stripe clearing accounts or cash control accounts with 500+ transactions/month), manually clicking “OK” for every item can be frustrating and incredibly time-consuming.
To tackle this inefficiency, we built a custom Chrome extension that enhances Xero’s native reconciliation functionality, and it's been a game-changer for our internal workflows and clients.
🛠️ What the Xero Bulk Reconciler does:
✅ Bulk Reconcile all transactions showing the "OK" button
✅ Reconcile bills, invoices, and bank rules in one go
✅ Filter and reconcile only transactions matching a bank rule
✅ Choose to reconcile with or without suggested matches
✅ Instantly reconcile all visible transactions on the reconciliation screen
✅ Saves HOURS of manual clicking every weekWe’ve prepared a short demo video showing exactly how it works and how it can slot right into your reconciliation workflow. [https://youtu.be/9Pkbxl61Y8w]
If you’re interested in getting access or want to learn more, drop a comment below or email me directly at ryan.spiteri@worqinc.com, I’ll be happy to follow up with the full details.
Xero Reconciler Download Link:
https://chromewebstore.google.com/detail/xero-bank-reconciler/liikamkkgnfejdifjgjlgnonkjhjbnjo?authuser=0&hl=enBest regards,
Ryan Spiteri
Head of FinTech, worqinc -
Claudia Haddad commented
I faced a very time-consuming task after migrating the data from MYOB to Xero through JetConvert. Although the bank transactions were properly processed in MYOB and reconciled in the bank before conversion. The same transactions converted into Xero had an unreconciled status. The bank balances were not matching at all. I couldn't find a solution than going one by one, clicking the column "unreconciled", go to Options, click reconciled and go back to the same screen. The number of transactions were about 400 and 2000 transactions per client. I migrated 10 clients in one shot. I did not expect this extra task so time-consuming. Can you develop a reconcile bulk transactions? JetConvert did not leave the file ready to continue working on it. I feel very frustrated with such repetitive and necessary task.
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Jacob Gatliff commented
I found this thread because I was trying to learn how to do this because its such an expected feature. It is actually insane that such an obvious and critical tool isn't already part of the software
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Jo Davison commented
Is there any plan now to automate the OK in a bank rec. Cash coding doesn't help with matching entries, onlt with rules. There are chrome extensions out there that will do it for you but there is no way of knowing if they are safe. Quickbooks allows it, why doesn't Xero?
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James Masters commented
Absolutely vital. Unbelievable that Xero does not allow autoreconciliation of statements against invoices where the reference is an identical match. Such a basic and obvious requirement. We have not yet looked around to see if any other accounting package will do this but if we find a competitor that will do it, we will move to them.
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natalie newsome commented
Could we have a keyboard shortcut for "OK" in reconciliation please. Just that alone would be very helpful.
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Adii Pienaar commented
I've got a prototype of a Xero-connected tool that leverages AI to handle reconciliation in bulk and real-time. Happy to share what we've built. Ping me: adii[at]pienaar.io
(By way of introduction... I'm co-founder of WooCommerce, and a Xero user for the last 10 years where I was bookkeeper/CFO for the companies I founded after Woo.)
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Natalie Ford commented
Hi Kelly @ Xero, as per my comment on a duplicate idea for this, many of us are paying someone thousands to simply click OK all day. Improving the suggested matches is nice but it also creates more OKs to click! Please implement this bulk OK feature urgently. It is so needed and you seem to have overlooked the immense value of this relatively simply implementation.
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Optimus Fintech commented
For financial or payment reconciliation practices, here is another new software to ease your productivity. Website link: https://optimus.tech/
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Matt Jones commented
I'm about to find a different solution than Xero, insane that I have to click thousands of time a month for the same transaction just from different customers. Not to mention having to fill in the WHO in order to get the OK button. Can't take it anymore.
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Angela Barbay commented
We are reconciling 300+ credit card receipts per day. Invoices are generated automatically, however when the banking facility statement is imported with the payments we have to click OK for each transaction. 95% are correctly suggested matches based on the reference information in the system. Please consider adding this feature or an alternate solution in the very near future.
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velan bookkeeping commented
It seems like you're asking about reconciling bank transactions and using the term "Bulk 'OK'" in that context. Reconciliation in banking typically refers to the process of comparing your financial records with those of your bank to ensure they match
know more: https://www.velan-bookkeeping.com/ -
Jenelle Daley commented
When reconciling manually entered transactions in bank accounts, ability to reconcile in bulk rather than having to do individually.
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Melanie Currie commented
Please add option to select multiple transactions on the Reconcile screen for the bank, so similar transactions can be coded and posted together without a match (ie, bank fees)
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Yumei Lin commented
Being able to auto reconcile/cash code the bank transaction when you import the bank transaction or the bank transactions processed through Xero
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Karen Cronin commented
It depends on your business model and banking arrangements
Reconciliation is crucial to mine and bank feeds not always appropriate.
Xero seems to only fit one style of operating.