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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 | Settings - Show on the Dashboard

    Having settings visible from the dashboard (eg. bank account widget) would reduce clicks needed to find out which accounts have the feature on/off.

    105 votes

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    11 comments  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for the additional insights to those that have shared via the poll in my last update - You can still rank the importance of stats with us anonymously through the link here. 😊

    It's truly valuable to get this feedback from customers to understand what insights would be most valuable for our customers to see and action on quickly.

    Right now we don't have immediate plans, but we'll take these learnings into future planning to continue to develop automated bank rec, and I'll share if there are any updates with you all here.

  2. Auto Bank rec - Default setting for all organisations

    Have a default setting to either turn automatic bank reconciliation on or off for all accounts

    62 votes

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    1 comment  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for the interest in this idea.

    We've now provided an option when turning auto bank reconciliation on or off where you can apply the setting to all bank accounts in one step.

    From the auto-reconcile settings you'll be able to see history of who changed this and when.

    We haven't added a default for new bank accounts or across multiple organisations at this point. We'll continue to review and share if there's any progress surrounding this, here.

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