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Bank | Reconcile period - Ability to delete draft period

Thanks for adding this feature. I'm trying it and I noticed that if you copy and paste a value with a $ in it, it will not paste properly. Sometimes when you copy paste opening or closing balances from PDF it copies including the dollar sign.

Please allow to paste the value with the $ in it.

Also, there doesnt seem to be any way of deleting a draft period. Please consider adding a small garbage bin icon in the period list and inside the period.

Thanks!

10 votes

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Alvaro Bataller Torre shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Appreciate your feedback, Alvaro. I know you originally shared your comment on this idea however I've just turned your comment into a new idea, so we can separately gauge interest in being able to delete a draft period. We're staying close to the feedback we're receiving so we'll share if there's any plans made around this with you here.

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  • Virginia Love commented  ·   ·  Report

    I'm commenting again to request this feature be added! Our end of fiscal year is coming up in September and I still have to reconcile all our accounts from February forward which will be much more tedious because I can't delete the draft period! :(

  • Heather Grillon commented  ·   ·  Report

    Please add!!! I am NEW to Xero. My computer crashed with my Quickbooks desktop (very old version) and our business cannot afford what they want a month. So I have to start at the beginning of the year however I have a cc that had fraudulent activity at the beginning of the year. When added my bank/cc accounts only the new card came over. There is not much explanation on here when being self taught. Long story short...I started to reconcile my new card in Jan when it should have been in Feb! I NEED TO DELETE the draft reconciliation!!!

  • Deborah Pedersen commented  ·   ·  Report

    I like to pre-reconcile frequently during the month and can't figure out how to update the period with the new ending date.