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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!
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Rachid Wehbi
supported this idea
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You CAN actually do it with cash coding, but you need to turn that feature on in your account.
https://www.meruaccounting.com/blog/xero-use-cash-coding/
then you can see all the matching items that have been identified through bank rules and select them all and 1-click reconcile all of them.
It works, but you still need to manually shift-click all matching transactions which is clunky.
Still not as elegant or functional as if you had ONE button that says [Reconcile Bank Rule Transactions] and you're don.
For those that are afraid that it might "mess things up" to auto reconcile in bulk... Well... just make sure your rules are right and tight :)
Thank you for Aileen for suggesting Cash Coding.