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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

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22 results found

  1. PDF Bank Statement to CSV Converter

    Not all clients use bank feeds or are able to connect their bank accounts to Xero. Many still provide PDF bank statements, which have to be converted to CSV using third-party software before they can be imported.

    Add a built-in tool that allows users to upload a PDF bank statement and automatically convert it into a Xero-compatible CSV file for import. Users should be able to review the extracted transactions before importing them.

    Eliminates the need for third-party conversion software.
    Saves time for accountants and bookkeepers.
    Makes it easier to process clients who don't use bank feeds.
    Reduces manual data…

    1 vote

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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  2. Auto Rec - Reference Numbers

    JAX AI should be able to detect Reference numbers from previous transactions and increase the number for each following transaction by one each time with the Auto-Reconiler

    1 vote

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing about how we could improve auto bank reconciliation for you. We're continuing to develop this feature and ideas in the forums here will help drive the teams thinking.

    I'll be sure to let you know if there are any plans made for how reference is applied in this flow.

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