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Automatic bank reconciliation beta

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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.

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AdminKelly Munro (Community Manager, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks so much for the interest in this idea, everyone! We're currently exploring how we could make automation more visible from the Homepage/Dashboard. 🙂

So, imagine we updated the bank account widgets. How would you rank the importance of different statistics? Complete our short, anonymous poll here.📊

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  • Hamish Dunn commented  ·   ·  Report

    Handy but not critical. As someone else said 😇

  • Karen Latham commented  ·   ·  Report

    I think this is critical as I am quite concerned about auto bank reconciliation. Its a feature I dont like in MYOB as it gets too many things wrong. Hopefully the Xero AI model will be better. A lot of my clients are the subscribers to their files and I can see them turning this feature on before I have input making lots of rectification work for me at BAS reporting time. I would like to see easily if it is on or not so I can control that.

  • Andrew of Smarter Numbers Pty Ltd commented  ·   ·  Report

    To save on unnecessary clicks / comms once a pre-defined task / process has been completed, why can't Xero automatically send a RSS feed to the next in line to review or progress the task thereafter.

    For example, (say) a bookkeeper completes a bank reconciliation, or aged debtors review, or aged payables reconciliation task on a monthly basis. Once finalised, say a question is posed "Have you completed this task ?" or a field is made available within Xero for the concluding team member to click to close this function as part of an Audit trail and in so doing the next in line, say Reviewer or Partner receives a RSS feed into their Workpaper To Do List to progress through.

  • Helen Adams commented  ·   ·  Report

    I would like to see the "lock date" on the dashboard.

  • Chris Foxcroft-Hibbs, CPA commented  ·   ·  Report

    Or having a default by firm or by organization in "MyXero" or "XeroHQ", then the ability to turn off for a bank account if needed.