Settings and activity
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215 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
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Russell Trumm
commented
I'm posting this because a couple of people have responded with "cash coding" as the answer. Cash coding does not resolve what is being asked for here. Cash coding only works to create new spend and receive transactions. Cash Coding does not work for payments against invoices and bills already generated. What we're asking for is to make better use of screen space (or even a scrolling screen) with the ability to "ok" multiple matched payments at one time without a screen refresh between each matched payment. I hope that clarifies it.
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157 votesRussell Trumm
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72 votesRussell Trumm
supported this idea
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581 votes
Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…Russell Trumm
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I also see someone posted about manually marking transactions as reconciled. This also is not an answer for this topic. Manually marking transactions as reconciled is ONLY for transactions that can not be imported via an electronic bank statement. Most of us use the importation of electronic bank statements. You will mess up your bank reconciliation if you manually mark transactions as reconciled when those duplicate transactions come through via electronic bank statement. I hope this helps!