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  1. Bank reconciliation - Apply bank rules automatically by default

    79 votes

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

    Heya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen. 

    While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks 

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    Ian Viney commented  · 

    This should be easy to implement (a check box on the bank rule to say it should automatically reconcile) and it would save a large amount of time mindlessly clicking the OK button.

    Ian Viney supported this idea  · 

  2. Account Transactions report - Ability to change default columns when drilling into report

    72 votes

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    33 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for signalling your interest and sharing with us through this idea, team.

    We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.

    Ian Viney supported this idea  ·