Settings and activity

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

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   38 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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   75 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.

   With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.

   We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.

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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