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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,…
Phil Shipley
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80 votes
Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
Phil Shipley
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31 votesPhil Shipley
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58 votesPhil Shipley
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4 votesPhil Shipley
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9 votesPhil Shipley
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13 votesPhil Shipley
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183 votesPhil Shipley
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31 votesPhil Shipley
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This is critical, spending hours reconciling and downloading individual receipts at month to invoice customers is not good enough. This is a mandatory requirement in Australia as the GST (tax) in receipts has to be verified with a tax invoice so the customer can claim the tax back on their GST returns. Every Australian Xero user passing expenses to customers would need this feature. Do your research Xero, not very beautiful accounting when it comes to billing expenses.