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

   Shehzaad Mohammed supported this idea  ·  18 August, 2023

2. Bank Rules - Ability to import and export

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

   Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.

   We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.

   We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.

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   Shehzaad Mohammed commented  ·  07 May, 2023  ·  Edit…  ·  delete…

   Very critical and helpful for new customers just starting to use Xero. This would be a no-brainer to set up

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   Shehzaad Mohammed supported this idea  ·  07 May, 2023