Bank Reconciliation - Repeating spend & receive money transactions
The ability setup repeating spend and receive money transactions would be helpful.
Thank you
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Victoria O'Hare commented
Cant believe this is not yet available
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Kristy Lignieres commented
Repeating/recurring transactions of all types could be implemented and create more streamlined data processing. I was very disappointed to find the xero doesn't have this basic capability.
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Denise Abbott commented
Do any of these ideas ever get implemented, this is probably the 6th one I have either instigated or joined in and none seem to have been agreed to?
Each one of these missing features makes using Xero more longwinded than it needs to be and makes you regret moving from rival software....
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John Bovard commented
The ability to setup repeating and receive money transactions is absolutely critical and is a huge waste of time to have to copy prior transactions.
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Jennifer Roys commented
For smaller subscription transactions like Adobe, Microsoft, etc. where you do not enter/pay a bill because it is automatically charged to your bank or cc - it would be helpful to have a repeating spend money transaction. Otherwise, every single month, each one of these transactions have to be copied.
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Denise Abbott commented
Not having this facility is wasting so much input time.
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Ola Betiku commented
I am here just waiting for Xero to add this feature, what a relief if would be for me!!
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Wade McDonald commented
This would be really helpful!
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Pams Bookkeeping Solutions commented
Comeon Xero you just put your price up!! You dont have half the features the others do for this kind of transaction. Wouldnt mind being able to journal to bank account, sometimes its just necessary.
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Kim Turner commented
This feature would be great, particularly for the bank accounts that do not have bank feeds e.g. Mastercard.
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Nancy Wehnert commented
This would seem to be a basic function that should be available. Looking forward to it being added for those regular spend and receive moneys.
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Christopher Chew commented
So frustrating , Xero should be able to do this easily!
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Shev Lizzard commented
This would be great for predicting cashflows.
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Bob Whinn-Tulip commented
This has been questioned / suggested for almost 2 years !
Is Xero ever going to comment / implement or suggest anything.
I have just lost one client due to cost of time taken to manually enter these transactions.
PLEASE someone at Xero, HELP
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Gavin Thomas commented
I want to migrate a client from QB to Xero but until this feature is available I am hesitant to do so since the ability to post recurring receive money transactions is critical to the work I do for this organisation and will cost me a lot of time compared to QB. Really surprised that Xero doesn't offer this pretty basic functionality when even junk software like QB does.....
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Brenna Ames commented
This would be so helpful to have for recurring payments that are allocated to multiple expense accounts!
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Leya Knight commented
I would use this feature multiple times daily as have multiple entities to reconcile
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Candace Hunter commented
Yes! This would be a huge timesaver. We used this all of the time in MYOB
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Jo Rowlands commented
Follow MYOB's lead and give us the chance to enter recurring spend money transactions. It will make life simpler.
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Sally Stubbs commented
I find setting up a bank rule for this will help post them quickly. A bank rule can look for the several different criteria like amount and recipient and then automatically suggest how to pot it. That will dot he trick. You then just click OK.