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Bank Reconciliation Report - Ability to run for multiple bank accounts at once

In the new format Bank Reconciliation report, can we please add a 'select' option for the bank account field, similar to the 'Account Transactions' report and how we can 'select' multiple CoA codes to look at at the same time?

I have a client that has 30+ bank accounts, and having to run the bank reconciliation report 30 times to check if they are reconciling/have errors is very painful.

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Natascha Natke shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminEthan M (Admin, Xero) responded  · 

Hey community, just following on from Kelly’s update a few weeks ago, you can now add multiple bank accounts to the Bank Reconciliation report 🎉

In the new Bank Reconciliation report pack, you can now click ‘Add report’ to add in a new Bank Rec Summary report for each of your accounts - removing the need to run the report again each time you change bank accounts.

Thanks again for all your feedback on this one 😊

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  • William Boyes commented  ·   ·  Report

    Yes, this would be very helpful. It is very time consuming running each one individually

  • Karen Hosty commented  ·   ·  Report

    I would also like the keep the formatting of the Excel download the same as the old bank reconciliation report as it is easier to use as a query list for clients.

  • Liz Doubtfire commented  ·   ·  Report

    This would be massively helpful, I have tech clients who have 10+ accounts and having to export the bank rec reports for each one to accumulate into one when sending outstanding to the client is just wasted time. You can do a bank rec report as per bank account, but add on the option for all in one as well.

  • Peng Huey Ong commented  ·   ·  Report

    Currently the bank reconciliation summary was showing bank by bank basis. I would like to have the bank balances as per GL and bank balances as per bank statement which show in summary in one report for all bank together with bank balances, unpresented deposit etc by column instead of extract/select bank by bank basis.

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