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  1. Bank Reconciliation - Allow Bank Transfer Rules to automatically reconcile both sides of a transfer

    11 votes

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    4 comments  ·  Banking & chart of accounts » Bank accounts  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Peter, thanks for sharing this idea. We understand that for businesses regularly transferring funds between accounts, having both sides of the transfer reconciled automatically would help reduce repetitive steps.

    For now, setting up transfer rules on both bank accounts can help make matching the transactions quicker. We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving transfer reconciliation.


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    Debbie Skinner commented  · 

    This would be a complete game-changer and I don't understand why it isn't possible yet (and was doing it in MYOB 7yrs ago!).
    I'm a bookkeeper and have clients who transfer between multiple bank accounts (some with similar account numbers). To make sure recs are right, I open both accounts on separate screens, cross reference dates & amounts and reconcile at the same time.

    Debbie Skinner supported this idea  · 

  2. Hubdoc App - Ability to upload multi page documents

    190 votes

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    submitted  ·  39 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Debbie Skinner supported this idea  ·