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  1. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

    171 votes

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    61 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.

    To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.

    In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.

    We know this isn’t ideal, but it’s the most reliable option for now.

    We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.

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    Elaine Scott commented  · 

    Too much of Xero is based on clients using bank feeds and not enough recognition that this may not always be suitable for businesses. Where a client has cash income it needs to be manually input so if this is incorrectly entered to the wrong bank account it's a lot of work to re-input, a simple ability to move the transaction from one 'bank' account to the other is essential. Lack of features like this makes me as an accountant recommend other systems above Xero.

    Elaine Scott supported this idea  ·