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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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2 results found

  1. Auto bank rec - ability to move between bank accounts in Review Reconciled area

    Really like the auto bank rec feature, massive improvements since first release and can see big potential for time savings for our team. We have switched this feature on for many clients. One thing I'd like to see in the Review Reconciled area is the ability to switch between bank accounts from say a drop down. Generally we have clients with more than one bank account and we have to do multiple clicks to get to another bank account from this area. Would be a nice time saver.

    2 votes

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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. 🙂

  2. Ability to Manually run auto reconcile

    Manually run auto reconcile.
    Our bank transactions are imported and managed in our Specialist Operations Management systems. Once reconciled exported to Xero account transactions.
    This is after bank statement import in Xero.
    Auto reconcile needs to run now.

    1 vote

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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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