Skip to content
← Share and support customer ideas for Xero

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

Categories

(thinking…)

Share your reflections and ideas for automatic bank reconciliation

(thinking…)

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

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

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

2 results found

  1. Auto Bank Reconciliation

    Auto Bank Reconciliation works for me - BUT I like to send receipt to paying customers.
    Sometimes it reconciles and doesn't TELL ME that a customer has paid !
    I actually chased someone for payment last week who had already paid - But Auto-Reconcile hadn't told me !

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback, Andrea. Just to check so I can share back with the team appropriately - In terms of the auto reconciled transaction was this for a payment reconciled to an invoice in your organisation?

  2. Automatic bank reconciliation | Show account on the account transactions tab

    Since the new auto-reconcile function arrived, it's saved me lots of time, but I have had a few transactions coded incorrectly.

    I want to be able to check that all transactions are being coded to the correct place. I think it would be easier and save time if there could be a line added to show which account each transaction has gone to. e.g., Fuel, purchases, entertainment, etc.

    This way we don't have to open up each transaction to double-check; it can just be viewed from the main transactions page.

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Kathryn, while not on the Account transactions tab, you can view the account for any transactions that have been reconciled through automated bank reconciliation if you click on the 'View all Reconciled' button above your statement lines on the Reconcile page. (I attached a screenshot for reference). Does this give enough of the information you need here?

  • Don't see your idea?