Bank Reconciliation - Add batch toggle for 'Discuss' to 'Match' view
Bank items to reconcile list ability to toggle all items between 'discuss' and 'match' together as it is easy to miss if an item is showing as 'discuss' but client has uploaded a bill or invoice and it can now be matched
Laura Butler
shared this idea
Hi community, it’s been a while since our last update. Just wanted to share a quick status change and keep everyone in the loop.
We’ve updated the idea on bank reconciliation workflows to Gaining support, so it’s easier for the community and the product team to track interest. The idea will stay open for votes and comments, so adding any extra context about your workflow and inviting others to share their experiences can help build a clearer picture of the need.
We’ll let you know if anything changes as the idea progresses.
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Craig Bush
commented
Make Reconciliation Faster: Add Discuss Tab Toggle
When reconciling bank accounts in Xero, transactions do not display as matched if there is a comment in the Discuss tab. This forces users to manually switch to the Match tab to confirm matches, adding unnecessary steps and slowing down the reconciliation process—especially for accounts with frequent comments.
By default, the Discuss tab is shown for transactions with comments, and matches are not immediately identifiable via the OK button when the Discuss tab is active. This increases time and effort during reconciliation and raises the risk of missed matches.
I propose introducing a toggle in the top-right corner of the reconciliation page that allows users to suppress the Discuss tab. The default behavior would remain the same (Discuss tab visible for transactions with comments), but users could easily turn it off to keep matches visible and quickly confirm via the OK button.
This enhancement would streamline reconciliation, reduce unnecessary clicks, and improve overall usability for businesses that rely on comments but need efficient matching. Please consider implementing this feature to improve the reconciliation workflow for Xero users.
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Sue Rogers
commented
Discuss Tab - I use this a lot with clients, but it would be great if bills then received and entered over-rode the discuss tab and Xero automatically matched the bill to the payment instead of manually having to go through each transaction, and click Find & Match to find the payment.... very time consuming.