Settings and activity
4 results found
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18 votes
Thanks for letting us know what changes matter most to you! Your idea is now in the hands of the community.
Now is a great time to share the post with your team and colleagues to gather more votes. We’ve also opened up the comments so others can chime in on how your suggestion would make their experience with Xero even better.
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Monica Choo
supported this idea
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52 votes
Thanks for feeding back on your auto reconcile experience with us here and letting us know the changes that'd help you make the most use of this feature.
Right now, our teams are looking into improvements including a settings panel that enable more control of what drives bank auto reconciliations in your org. I'll be back to share more when this is released 🙂
Monica Choo
supported this idea
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247 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
Monica Choo
supported this idea
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73 votesMonica Choo
supported this idea
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Two Issues that would help make Auto Reconcile more efficient, in terms of checking.
1. Method Filter
Bank Rules are alamost always 100% correct. But the Memory and Matches are inaccurate and need to be redone. Current Filter is by Auto Reconciled only, I suggest creating a filter by METHOD
2. Don't force Default Columns (Causes Horizontal scrolling)
In order to check the autoreconciled transactions, you may need different columns depending on the bank statement/transaction. When you add the columns but are unable to remove the default columns that may be unhelpful, it forces important columns (Like Method if you are trying to check Auto Reconciled Matches) all the way to right and then you have to scroll horizontally. Example Account code may be unhelpful when you are trying to check if the Match on a payment. Or... PAYEE/REFERENCE is unhelpful when you bank feed puts the Name of Payee in Analysis Code.
Default Columns - generally, I think you should remove them because in order to be efficient, you want to have everything in view and minimize scrolling, especially horizontal scrolling.
I have a wide screen, but I still need to scroll horizontally because the data is in a container that is being occupied by columns that do not help with the actual checking. Other way is to remove white space or adjust font size / padding so that more data is in the screen or adjust column width (Like Cash Coding)
Cash coding is not pretty, but it is a beloved feature. You can see everything becuase the font is small, the column are adjustable so you can fix what you need.