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  1. Bank Reconciliation - Allow Bank Transfer Rules to automatically reconcile both sides of a transfer

    Similar to how "isReconciled" is supported by the API, allow it to be specified for the from/to account when creating a Bank Transfer rule. This would simplify the transfer process from external sources that are reconciled outside Xero.

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    4 comments  ·  Bank accounts  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate further contributions here.

    We'd like to provide an update to highlight automatic bank reconciliation powered by JAX.

    This feature can help reconcile transfers between your own bank accounts - When turned on for both bank accounts involved, Xero will identify high-confidence transfer matches as new statement lines are imported. It will reconcile the transaction in each bank account, reducing the need to reconcile each side manually.

    Worth noting that this will only apply to new statement lines imported after activation, and transactions where JAX isn’t confident will still need to be reviewed manually.

    Thanks again for helping us improve bank reconciliation in Xero.

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