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  1. Auto Bank Rec - Ability to Mark Auto Reconciliation transactions as reviewed

    58 votes

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    8 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we've made reviewing auto-reconciled transactions easier. Review reconciled is now the main review step, and you can filter by reconciliation method and see why each transaction was reconciled.

    At this time there's no way to mark transactions as reviewed yet, so we'll continue gathering support for this here. Thanks

    Amanda Amey supported this idea  · 

  2. Report Templates - Add a button at the top of the report page to "Create Report Pack" to add any report to adviser report packages

    19 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Amanda Amey commented  · 

    Point 1 is a must please