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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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1 result 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.

    81 votes

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    11 comments  ·  Admin →
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    Accepted  ·  AdminKelly M (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.

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