Bank reconciliation - Apply bank rules automatically by default
Ability to automatically apply bank rules by default.
Purpose: To save time from having to manually choose to turn-on bank rules.
AdminXero Team
(Admin, Xero)
shared this idea
Heya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen.
While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks
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Laura Reid
commented
Where rules have been set up I would like to have the option for Xero to automatically post these without human intervention. I understand you wouldn't want this on all of the time (so it needs to be an option when creating the rule) but there are some rules that you cannot cash code (for example, bank transfer rules) that I click "ok" on 100% of the time - if Xero could automatically click "ok" for me it would create an efficiency.
Other software has this feature and it's brilliant. -
Jeff Cross
commented
I am over typing the different Bank Fee transactions over and over when I could simply click from a list that would autofill all the information, and there would be Xero errors
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Alana Hamson
commented
I agree with other comments that QBO have this feature and it serves the purpose of saving time in a much better way! It's like there's been half a job at automation here. If we've setup a bank rule, we should have the option of them reconciling automatically as well. Otherwise you sit and press 'ok' or cashcode and it's such a boring time-consuming task that you try to do as quickly as possible, so it doesn't really work as a checking process anyway.
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Rehan Durrani
commented
I have a big client who wishes to use Xero but may have 1000 transactions per month with a lot of regular transactions - this would be the difference between Xero and Quickbooks for him, as QB has this feature.
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Thomas Grenet
commented
I would love to see bank rule being applied automatically on specific bank account.
Typically on PayPal account, i have 4 rules set up that cover 99% of transactions. I want those 4 rules to auto-"ok" themselves.
This will save me thousands of clicks.