13 results found
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Bank Reconciliation - Change terminology from Reconcile to Categorise or Allocate
Instead of referring to reconcile transactions, it would be better to refer to categorise or allocate transactions.
Bank transactions are categorised - we tell Xero what each transaction is for - answers "What was this for?" However at present this is called Reconcile transactions
Reconciling an Account - is matching the above transactions to the bank's records (statement) - checking that every transaction in Xero matches what actually happened in the bank account and the end balance matches.
The terminology seems to confuse some and they think by categorising/allocating a transaction they have reconciled the account.
11 votesThanks for your feedback and for pointing out how the term "Reconcile" can be confusing—especially for those new to Xero or bookkeeping.
We get that using clearer terms like "Categorise" or "Allocate" might feel more intuitive and help reduce confusion when working through bank reconciliation.
Right now, this idea’s open for feedback and support, so feel free to keep voting and sharing how a change like this could help in your day-to-day.
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Reconcile period - Ability to attach files
Being able to attach files to a reconcile period. This would be useful to easily reference supporting documents like the statement the period has been reconciled off.
18 votesHey team, thanks for raising the idea on the ability to attach files to a reconciled period. We appreciate the continued conversation and support for this idea. Our product team is currently looking into this, and we hope to have an update for you in the near future.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bank Rules - Option for prepayments
There are often periodic top up payments for accounts (e.g. Tolls) and a periodic statement provided after the fact.
It would be useful to be able to set up a bank rule to apply these and reconcile the prepayments as the statements come in.
17 votesHey all, we really appreciate you joining in this conversation and adding your votes.
We've reviewed this idea, and now it's up to the wider community to get behind it.
You might like to share this idea with any colleagues that this could benefit, so they can also add their votes and comments to support it.
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Bank Reconciliation - Suggestion for color-coding spent and received items.
Our clients would like and update to the bank reconciliation screen, color coding spent items and receive items so that they can tell at a quick glance if it was money that has come in and money that has gone out of the bank account.
Having everything as white makes it difficult to do their coding.6 votesThanks for sharing your idea to colour code spent and received items on the bank reconciliation screen.
We've reviewed your request and it's a great one. Now, it's up to the community to show their support.
Be sure to share your idea with colleagues and others who would benefit from this feature so they can add their vote and comments. This will help our product team see just how important this improvement is to our users.
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Bank Reconciliation - Show newest transactions first when sorting
It would be ideal when in reconcile bank, under the Account Transactions tab, that the lines are sorted newest to oldest as the first option under each sort category.
Now that we are years into using Xero, it is not necessary to see the old transactions as a first see option.
I typically sort my account transactions by Status as I want to see unreconciled items on the top and directly beneath that is the reconciled but the first line is the very first transaction posted years before. If I am trying to find a double entry in account transactions…
5 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show newest transactions first when sorting and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bank Reconciliation - Option to Edit rule from the Reconcile screen
Add a current transaction to an existing back rule with one-click!
This is a no brainer. Instead of going bank to rules to add another condition, we should be able to click - options: add to bank rule. End of story!3 votesThanks for your idea. This isn't something we have plans of ATM but we'll start to get a sense of others that'd like to see this from your idea here.
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Bank Reconciliation - Export search results to CSV
Can we please have the ability to export bank statement search results to a csv file?
Every day I wish that was possible!
Thanks
5 votesThanks for sharing your idea of exporting bank statement search results to CSV.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bank reconciliation - Increase find and match limit
Dear Xero Team,
I am a regular user of the Xero Cloud Portal and appreciate the platform's intuitive features for managing business finances.
However, I am currently facing a challenge when reconciling bank transactions. I frequently receive bulk deposits that are made up of a large number of small invoices—often exceeding 100. Unfortunately, Xero's current system limits me to matching only up to 100 invoices against a single deposit. This creates a significant bottleneck in my reconciliation process and affects my workflow efficiency.
Feature Suggestion:
It would be extremely helpful if Xero could increase the invoice matching limit to at…3 votesThanks for sharing your idea with us, Dora. We appreciate you taking the time to let us know what changes matter to you.
Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.
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Cash coding - Floating headers in cash coding screen
Hi All,
On cash coding screen, it would be great if there was an option to freeze the heading panels so you dont have to keep scrolling up if you have millions of lines to code. Eg: to uncheck all
Thank you so much.
Jenal
Pullen Holdings (Pty) Ltd t/a CEPS6 votesHi everyone, just a quick update to let you know we’ve reviewed this idea and marked it as Gaining Support.
The suggestion to add floating headers in the cash coding screen makes a lot of sense, especially for those of you working through long lists of transactions.
We’re keeping an eye on how much interest this gets, so if it’s something that would help you, feel free to add your vote or leave a comment. That kind of input really helps when we're looking at what to prioritise next.
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Bank Reconciliation - Search by Tracking category in Find and Match
Add tracking categories to the find and match function on the bank reconciliation screen. this would make matching payments to invoices easier for my clients as they have payments taken via DD per branch
6 votesWe appreciate you submitting your idea and telling us what matters most to you!
It's now live and ready for the community to review and support. Go ahead and share it with your colleagues so they can vote and comment on how this improvement would help them use Xero.
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Bank reconciliation - Import spend & receive money transactions
An import template for importing bank spend and receive money transactions. Now that Datadear is longer available for Xero clients as an app there is no way to import bank transactions
110 votesHi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.
For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.
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Settings - Ability to lock bank Reconciliation Period
To be able to lock the bank once reconciled, so no more transactions can be entered or manually forced through the bank
36 votesHi team, sorry it's taken so long for us to return to the idea here.
I appreciate the feedback from my last update where I suggested lock dates as an option and hear why this isn't a viable option for some.
If you're based in the US or CA you may want to check out our newer feature 'Reconcile period' that enables you to reconcile and close period within each bank account.
It'd be good to hear if users from other regions in this idea believe reconcile period would resolve what you're after here and I can merge in to this idea where we're continuing to track interest for expanding this feature to other region. Thanks
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Bank Reconciliation - Add batch toggle for 'Discuss' to 'Match' view
Bank items to reconcile list ability to toggle all items between 'discuss' and 'match' together as it is easy to miss if an item is showing as 'discuss' but client has uploaded a bill or invoice and it can now be matched
7 votesHi community, it’s been a while since our last update. Just wanted to share a quick status change and keep everyone in the loop.
We’ve updated the idea on bank reconciliation workflows to Gaining support, so it’s easier for the community and the product team to track interest. The idea will stay open for votes and comments, so adding any extra context about your workflow and inviting others to share their experiences can help build a clearer picture of the need.
We’ll let you know if anything changes as the idea progresses.
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