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49 votes
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Paula Baldwin
supported this idea
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240 votes
Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation
would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.
We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊
It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!
An error occurred while saving the comment Paula Baldwin
commented
Each month, suppliers, who have 20+ transactions, are paid. To have the ability to enter a date range of invoices paid, for Xero to then select just the transactions in this date range, would make reconciling one payment to a supplier so quick when reconciling - I'm not sure why it hasn't been thought of before.
Please Xero, add "select date range" filter to the Find & Match option - there's plenty of room in the "1. Find & select matching transactions" box, beside the "Search by name or reference" and "Search by amount" options.
This suggestion got lost in the Bulk OK Reconciling idea, but this is more specific to matching a payment to multiple supplier invoices when reconciling said payment.
Each month, my client pays a couple of suppliers, a total of 10-20 invoices each.
To have the ability to enter a date range of invoices paid ie: all Feb 2023 invoices, in Xero when reconciling the payment, is a necessity - I'm not sure why it hasn't been thought of before.
Please Xero, add "select date range" filter to the Find & Match option - there's plenty of room in the "1. Find & select matching transactions" box, beside the "Search by name or reference" and "Search by amount" options.