Create NEW Account During Bank Reconciliation or anywhere in Reconcile Screen
It would be extremely helpful if Xero allowed users to create a new account in the Chart of Accounts directly from the Bank Reconciliation screen, without needing to leave the reconciliation process.
Currently, if I come across a transaction that requires a brand-new account, I need to:
Exit or leave the reconciliation screen
Navigate to “Chart of Accounts”
Create the new account
Return to Bank Reconciliation
Refresh the screen so the new account appears for coding
This interrupts workflow and becomes quite inefficient when reconciling large volumes of transactions.
A much better experience would be the ability to create a new account inline during reconciliation — similar to how Xero currently allows users to create a new Contact directly from the Reconcile screen or Create Bank Rule screen.
This would be a major time-saving feature for accountants, bookkeepers, and business owners who regularly reconcile transactions and occasionally need to create new accounts on the fly.
Chris Kitanovski
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