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1. Reconciliation - Ability to reconcile clearing, control, and non-bank accounts in Xero

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   66 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminDana A (Admin, Xero) responded

   Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future. 

   
   

   Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet. 

   
   

   That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.

   Alternatively, if you’re using an external system, you could look into the Xero App store. 

   
   

   Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you have another way you’re achieving this, welcome to share it here :)

   Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future. 

   
   

   Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet. 

   
   

   That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.

   Alternatively, if you’re using an external system, you could look into the Xero App store. 

   
   

   Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you… more

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   Nella Barnard commented  ·  05 May, 2023  ·  Edit…  ·  delete…

   Hallo

   I think it will be a great new feature, if you are able to reconcile your loan accounts in all you separate entities on separate Xero’s. A report linking and matching entries in different loan accounts in all your entities.

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   Nella Barnard supported this idea  ·  05 May, 2023