Bank Reconciliation - Copy details from statement line into spend/receive money
Please set the bank reconciliation lines on the right-hand side to pre-populate with the details on the left=hand side, that is as long as there is no 'match'' and it is not a transfer. I'm mystified as to why I have to copy and paste all of the information from the left side to the right side when Xero could do this in a jiffy. Presently the pre-population remembers a long lost description I may have made such as 'birtthday gift' and Xero is remembering this forevermore. It would be simple and accurate to pre-populate especially since valuable information (such as credit card holder, original FX amount, credit card number) all appear in the description line and it is absolutuley tedious having to copy it all across! Thankyou
Sheena O'Flaherty
shared this idea
Hi everyone, thanks for all the engagement and feedback so far. It has been awhile since this was raised, so we just wanted to refresh the status of this idea.
We understand you’re looking for a quicker way to pull details from bank statement lines directly into transaction descriptions, so you can reduce manual typing during reconciliation.
At the moment, statement line details can be copied into transactions using standard copy and paste, and for repeat transactions, Bank Rules can also help automatically bring through key fields like payee and reference into the description.
We’ll continue to track feedback and interest from the community for this idea.
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Nolizwi Mathumbu
commented
Can Xero relook the (re)creation of the bank transactions before posting i.e. recapturing "WHO, WHAT and WHY" on the right from bank feed left side; this is time consuming
It is much simpler and efficient to indicate allocation / classify the transaction instead of recapturing what bank feed has already loaded; similar to other current cloud packages
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Accounts Team
commented
Hi Sheena,
We totally agree too. I have a client who a Stripe bank account feed within their Xero. In order to provide a client branded receipt (customer name and description included) we have to manually create the contact. Then copy the description from the Stripe fee into the description when reconcilling. It's a very lenghty process when the client has lots of Stripe clients!
Please sort this Xero :) -
Budiono Tjandra
commented
Would you give button where we can automatically copy the description of the bank feed?