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  1. Bank Reconciliation - Automatic reconciliation of invoices

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    9 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In development  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for sharing your thoughts on auto-reconciliation for invoices and bills. We know that reconciling large volumes of transactions can be time-consuming, even when most just require a quick check, so suggestions like yours are really valuable.

    We’re excited to let you know that this idea is now In Development. Auto-reconciliation is currently in beta with planned rollouts, and the team is working on expanding its capabilities to make reconciling transactions faster and easier, while still giving you oversight and control.

    We’re looking forward to rolling this out more broadly and making auto-reconciliation an even bigger time-saver for many organisations. You can follow our progress and learn more from our blog and support article.

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    Wendy Gaffney commented  · 

    At the moment to reconcile a PDQ payment we have to manual reconcile to the invoice - this means we have to enter the order number and tick them off, we are running at over 300 orders a day so this can take up to 2 hours a day. It would be good to get the list from Elavon's portal and upload to Xero, so to match them automatically - then leaving us needing only to spot any difference.

    Wendy Gaffney supported this idea  ·