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

23 results found

  1. Files Upload from the File Folder

    Upload Files from file folder by dragging it into the transaction/reconciliation field, and not having to click on the icon, then choose from PC or Xero files. Such a waste of time!

    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. Feature Request: Reconcile Unreconciled Transactions from Search

    I have a suggestion regarding reconciling transactions in Xero.

    Currently, within the bank statements tab, you can search for a specific amount. If that transaction has already been reconciled, you’re able to select it and are redirected to the reconciled transaction details window, where edits and changes can be made.

    However, if the transaction is unreconciled, selecting it does not redirect you to a similar screen. It would be very helpful if clicking on an unreconciled specific transaction from the search results could direct you to the “Add Details” or a reconciliation window, allowing you to reconcile the transaction directly…

    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 🙂

  3. Precoded Statement import - Ability to edit transactions after importing

    Currently when the upload from the bank includes all relevant fields, Xero automatically posts and reconciles. I need to be able to have the option to edit before posting and reconciling as there is additional information - e.g. additional lines for account coding splits, forex etc, that needs to be inputted for each transaction

    1 vote

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    Gaining Support  ·  AdminSonal Pamnani (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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