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  1. Bank Reconciliation - Repeating spend & receive money transactions

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

    Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.

    If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.

    Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.

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    Maggie Curtis commented  · 

    We need to be able to have repeating spend money where we can utilise items on the transaction. Bank rules do not allow for an item to be selected when applying a bank rule, therefore repeating spend money option would be beneficial.

    Maggie Curtis supported this idea  ·