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, but we keep this top of mind as we continue to make Xero reconciliation even more powerful.
For now, cash coding in Xero can help save time with bulk reconciliations where you'll find Xero's suggested create transactions, and any bank rules you've set up are also presented - Find out more on how this works on XeroCentral
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,…
Rachid Wehbi
supported this idea
·
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.