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

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    54 comments  ·  Banking & chart of accounts » Reconciliation  ·  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!

    An error occurred while saving the comment
    velan bookkeeping commented  · 

    It seems like you're asking about reconciling bank transactions and using the term "Bulk 'OK'" in that context. Reconciliation in banking typically refers to the process of comparing your financial records with those of your bank to ensure they match
    know more: https://www.velan-bookkeeping.com/