Settings and activity

4 results found

1. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

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   171 votes

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   61 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.

   To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.

   In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.

   We know this isn’t ideal, but it’s the most reliable option for now.

   We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.

   Dionne Sherwood supported this idea  ·  10 March, 2026

2. Bank Reconciliation - Different colours for Create Spend and Receive money transactions

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   10 votes

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   submitted  ·  1 comment  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Dionne Sherwood commented  ·  04 May, 2022  ·  Edit…  ·  delete…

   reinstate green for income and pink for expenses. It is now more difficult with new refreshed screen which is "too big". I much preferred the old reconciliation screen - it was much simpler to work with. I have persevered with this for many weeks, but still prefer the old way

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   Dionne Sherwood supported this idea  ·  04 May, 2022

3. Reconciliation - Allow credit notes to show and be selected on the find & match screen

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   819 votes

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   237 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks again for all the support and very honest feedback you’ve shared on this idea over the years.

   We appreciate the manual steps to apply credits are time consuming, especially if you’re managing large volumes of these on a regular basis.

   We'd like to share that we've now developed functionality that allows Xero to suggest relevant unpaid credit notes as matches when you’re reconciling. We’ll be releasing this feature slowly to all users over the coming weeks.

   You’ll also be able to find and select Credit notes using Find & Match - Just make sure you tick "Show Received Items" (for spent statement lines) or "Show Spent Items" (for received statement lines) so the credit note appears in the list.

   When you select a Credit note to Reconcile, Xero will create a cash refund against the credit note (rather than allocating the credit to a specific invoice automatically), instead of requiring you to set this up separately first.

   Front footing here, we know this solution won’t yet cover all the scenarios customers have asked; for example, overpayments and prepayments, and including credit notes in bill payment batches are still out of scope for this phase - We’ll continue to monitor feedback to help inform where we take this next, so please do continue to share through Xero Product Ideas and the ideas I’ve linked above.

   As this becomes available in your business, you’ll see a message within Xero highlighting the new behaviour and where to find credit notes in bank rec.

   Once this is available to 100% of customers, we’ll come back to update everyone here and provide more detail to help with understanding exactly how it works, and making the best use of this feature.

   Thank you again for your patience, persistence, and for sharing real examples of how this impacts you, they’ve been critical in shaping what we’re delivering here.

   Hi community, thanks again for all the support and very honest feedback you’ve shared on this idea over the years.

   We appreciate the manual steps to apply credits are time consuming, especially if you’re managing large volumes of these on a regular basis.

   We'd like to share that we've now developed functionality that allows Xero to suggest relevant unpaid credit notes as matches when you’re reconciling. We’ll be releasing this feature slowly to all users over the coming weeks.

   You’ll also be able to find and select Credit notes using Find & Match - Just make sure you tick "Show Received Items" (for spent statement lines) or "Show Spent Items" (for received statement lines) so the credit note appears in the list.

   When you select a Credit note to Reconcile, Xero will create a cash refund against the credit note (rather than allocating the credit to a specific invoice automatically),… more

   Dionne Sherwood supported this idea  ·  04 May, 2022

4. Workpapers - Roll forward to the next years workpapers

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   In development  ·  7 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Dionne Sherwood supported this idea  ·  04 May, 2022