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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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22 results found

  1. 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

    3 votes

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

  2. Auto Rec - Reference Numbers

    JAX AI should be able to detect Reference numbers from previous transactions and increase the number for each following transaction by one each time with the Auto-Reconiler

    1 vote

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing about how we could improve auto bank reconciliation for you. We're continuing to develop this feature and ideas in the forums here will help drive the teams thinking.

    I'll be sure to let you know if there are any plans made for how reference is applied in this flow.

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