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  1. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

    171 votes

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    61 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.

    To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.

    In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.

    We know this isn’t ideal, but it’s the most reliable option for now.

    We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.

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    Nathan Jacroux commented  · 

    Definitely could use this to move a transaction from one account to another, I have an integration that synced transactions to the wrong account, it has since been corrected but their app is breaking because it thinks it imported the transaction correctly even though it is deleted and will NOT make a new transaction in the correct account.

    Nathan Jacroux supported this idea  ·