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Automatic bank reconciliation beta

Welcome to our forum for sharing feedback on our new automatic bank reconciliation feature currently in beta.

You can provide feedback on your experiences and share ideas for how we can improve automatic bank reconciliation.

Automatic bank reconciliation beta

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Share your reflections and ideas for automatic bank reconciliation

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

22 results found

  1. Auto bank rec | Settings - Show on the Dashboard

    Having settings visible from the dashboard (eg. bank account widget) would reduce clicks needed to find out which accounts have the feature on/off.

    84 votes

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    11 comments  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for the additional insights to those that have shared via the poll in my last update - You can still rank the importance of stats with us anonymously through the link here. 😊

    It's truly valuable to get this feedback from customers to understand what insights would be most valuable for our customers to see and action on quickly.

    Right now we don't have immediate plans, but we'll take these learnings into future planning to continue to develop automated bank rec, and I'll share if there are any updates with you all here.

  2. Auto Bank Rec | Statistics - Automation over time

    Seeing the change in automation’s performance from week-to-week would help me to understand whether I’m getting more or less value from the feature as time goes on.

    53 votes

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    2 comments  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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