Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Reconciliation - Bulk 'OK' for reconciling bank transactions

    241 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    54 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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
    Tak Wun Wong commented  · 

    I just clicked "OK" 5381 times. I think I might have developed carpal tunnel.

    An error occurred while saving the comment
    Tak Wun Wong commented  · 

    I also have to click the OK buttons thousand times. This would be such a time saver.