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

    239 votes

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    54 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation

    would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.

    We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊

    It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!

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    Matt Jones commented  · 

    I'm about to find a different solution than Xero, insane that I have to click thousands of time a month for the same transaction just from different customers. Not to mention having to fill in the WHO in order to get the OK button. Can't take it anymore.

    Matt Jones supported this idea  ·