Settings and activity

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1. Reconciliation - Bulk 'OK' for reconciling bank transactions

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   44 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 Xero Central 

   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,… more

   Shahzaib Warraich supported this idea  ·  28 September, 2022

2. Reporting - File Attachment Report

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   submitted  ·  76 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Shahzaib Warraich commented  ·  28 September, 2022  ·  Edit…  ·  delete…

   Extremely important to track transactions that require backup. If it is possible to obtain a report that indicates if an attachment is available for a transaction, whether through an additional column added to the account transactions report or through a separate report, would be extremely helpful. Currently following a tedious process of going over each transaction and identifying/marking down transactions with missing support.

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   Shahzaib Warraich supported this idea  ·  28 September, 2022