Auto bank rec - Ability to edit transactions after importing
Currently when the upload from the bank includes all relevant fields, Xero automatically posts and reconciles. I need to be able to have the option to edit before posting and reconciling as there is additional information - e.g. additional lines for account coding splits, forex etc, that needs to be inputted for each transaction
Beverley Gold
shared this idea
Hi Beverley, appreciate your after the ability to split auto reconciled transactions which isn't available just yet, however wanted to update to share that recently we have released an update that allows you to edit the Account and Tax Rate of a single reconciled line from the Reconciled screen which may be of use if you have singular lines that just need a little fix.
We'll continue to get a sense of the wider interest for being able to edit and split auto reconciled transactions from your idea here. Thanks
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Patrick McNamara
commented
I also would like to see this be an option. Especially after attending Xerocon in Denver and a Xero Roadshow in Canada - They talked most about turning on Auto bank reconciliations - It's a great feature, but for us Canadians where we have Tax ITC's that we need to exclude from Tips having to remove and redo the transaction then repost it almost seems like it's adding extra work for us to stay compliant with the CRA if we have Auto-reconciliation turned on.