Automatic bank reconciliation beta

21 results found

1. Bank reconciliation - Option to enable or disable auto-reconcile on individual bank rules

   Instead of switching on auto reconcile at bank account level, please allow us to set individual bank rules to auto reconcile yes/no.

   This would apply across multiple accounts, if the rule was set up as such.
   It would also allow us to auto reconcile some rules for an account, without having to auto reconcile every transaction in the account - which can result in mistakes.

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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi David, thanks for bringing this to the community. We understand the request to choose which Bank Rules can auto-reconcile, rather than having an all-or-nothing setting for the account.

   This could make it easier to automate routine transactions while keeping more complex supplier or customer transactions for manual approval.

   I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know how you’d like the setting to work.