Bank Reconciliation: Cash Coding - Bank Transfers
Ability to use the cash coding screen to post to a bank account.
Purpose: It’s time consuming having to tick off each item in the reconciliation screen when there are a lot of transfer transactions
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Shane Hatch commented
This would be a sensational improvement!
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Tax Ellison Support commented
This would definitely save so much time!!! We have quite a few clients who are transfer happy!!!
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Kelly Berry commented
Time saver
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Louise Lamb commented
This would save me so much time! :)
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Joel MacPherson commented
Please give this to us.
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sayer Lauchande commented
Yes, Xero you need to create a bank transfer option in the cash coding section ASAP!!!
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Ravdeep Singh Sandhu commented
Hi Xero Team
Can this one be put on priority please? I've got thousands of transactions in paypal every month and its a nightmare to be not able to do transfers between paypal and my bank account on the cash coding screen! If there is a work around, please suggest.
Thanks
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Gulshan Gupta commented
Please we need this
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Shannon Earl commented
This needs to be done ASAP.
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Linda Bates commented
The ability to bulk reconcile bank transfer rules form the cash coding screen
I have an E-Commerce client that has 'managed payment' bank accounts for eBay, Amazon, PayPal etc. with a high volume of bank transfers on a daily basis to & from the current account, whilst rules are essential, being able to bulk reconcile via cash coding would be a game changer!
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Lillian Barnard commented
Morning
It would be really handy if we could create a rule under cash coding for transfers, the way you can with spend money and receive money.
Thank you
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Joe Martinez, CFA commented
Surprised this cannot be done.