Cash Coding - Add a bulk transfer option
Ability to do a bulk transfer (to another account) from the cash coding screen - as we have to do this one by one currently
Fozia Muddassir
shared this idea
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Ryan Spiteri
commented
Hi Everyone,
I completely understand the challenge you're facing, having used Xero for over 10 years myself, I’ve always found it incredibly reliable and user-friendly. However, when it comes to reconciling transactions for cash control accounts or Stripe clearing accounts, especially with high transaction volumes (500+ per month in our case), the process of manually clicking "OK" for each one can be extremely tedious and time-consuming.
To address this gap, we’ve developed a custom Chrome extension that enhances Xero’s reconciliation functionality. This tool allows you to bulk reconcile transfers directly from the reconciliation screen. You can either:
Enter the name of a bank rule to reconcile only those matching transactions, or
Instantly reconcile all transactions on the page with just one click.
It’s a simple, efficient solution that saves hours of manual work.
If anyone is interested in seeing how this works or would like a demo, feel free to contact me directly at ryan.spiteri@worqinc.com, I'd be happy to show you how the tool works in action.
Best regards,
Ryan Spiteri
Head of FinTech, Worqinc