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1. Reconciliation - Ability to reconcile clearing, control, and non-bank accounts in Xero

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   67 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminDana A (Admin, Xero) responded

   Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future. 

   
   

   Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet. 

   
   

   That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.

   Alternatively, if you’re using an external system, you could look into the Xero App store. 

   
   

   Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you have another way you’re achieving this, welcome to share it here :)

   Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future. 

   
   

   Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet. 

   
   

   That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.

   Alternatively, if you’re using an external system, you could look into the Xero App store. 

   
   

   Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you… more

   Colleen Jooste supported this idea  ·  10 March, 2024
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   Colleen Jooste commented  ·  10 March, 2024  ·  Edit…  ·  delete…

   Hey Xero, i have moved three smallish companies to Xero and i absolutely love the product. I would like to move my holding company but there is one shortfall. Disbursement recons. recovery of payments from clients. platform should be the same as bank recons, allocate a payment to a reference allocate an invoice to a reference and march the transactions to ensure recovery from the client. again just like the bank recons. match match match. any disbursement that does not match a recovery is a query and should be investigated. please help this would really change my Xero world.

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