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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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    Joy Sigua commented  · 

    Sales tax audit report cannot load 1 year worth of transactions. I get it might be too big of a file size, but i think Xero should upscale its capacity to load transactions for at least 1 year.

    If company grows,there will be more transactions so I hope it does not impact that.

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    Joy Sigua commented  · 

    USD / CAD payments should be able to match payments to invoices in other currencies like GBP or EUR. I find that I cannot match payments to invoices in different currencies.

    I have to park it in Suspense account first.

    Thanks
    Joy