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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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3 results found

  1. Enable JAX Auto-reconcile for inbound payments only

    JAX performs well for inbound transaction reconciliation, but its handling of outbound transactions generates enough misallocations that any time saved is lost through manual re‑allocation. Because there’s no way to differentiate between inbound and outbound transactions, we’ve been forced to disable JAX.
    A simple option to enable JAX for inbound transactions only would make the feature far more usable in practice.

    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. 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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    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. 🙂

  3. 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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    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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