Automatic bank reconciliation beta

2 results found

1. Reconciled transactions - Autoreconcile Match/Memory filters and Column Selection (don't force defaults)

   Two Issues that would help make Auto Reconcile more efficient, in terms of checking.

   1. Method Filter
      Bank Rules are alamost always 100% correct. But the Memory and Matches are inaccurate and need to be redone. Current Filter is by Auto Reconciled only, I suggest creating a filter by METHOD

   2. Don't force Default Columns (Causes Horizontal scrolling)
      In order to check the autoreconciled transactions, you may need different columns depending on the bank statement/transaction. When you add the columns but are unable to remove the default columns that may be unhelpful, it forces important columns (Like Method if you are trying to check Auto Reconciled Matches) all the way to right and then you have to scroll horizontally. Example Account code may be unhelpful when you are trying to check if the Match on a payment. Or... PAYEE/REFERENCE is unhelpful when you bank feed puts the Name of Payee in Analysis Code.

   Default Columns - generally, I think you should remove them because in order to be efficient, you want to have everything in view and minimize scrolling, especially horizontal scrolling.

   I have a wide screen, but I still need to scroll horizontally because the data is in a container that is being occupied by columns that do not help with the actual checking. Other way is to remove white space or adjust font size / padding so that more data is in the screen or adjust column width (Like Cash Coding)

   Cash coding is not pretty, but it is a beloved feature. You can see everything becuase the font is small, the column are adjustable so you can fix what you need.

   Two Issues that would help make Auto Reconcile more efficient, in terms of checking.

   1. Method Filter
      Bank Rules are alamost always 100% correct. But the Memory and Matches are inaccurate and need to be redone. Current Filter is by Auto Reconciled only, I suggest creating a filter by METHOD

   2. Don't force Default Columns (Causes Horizontal scrolling)
      In order to check the autoreconciled transactions, you may need different columns depending on the bank statement/transaction. When you add the columns but are unable to remove the default columns that may be unhelpful, it forces important columns (Like Method if you are trying… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂