Settings and activity
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40 votes
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Claudia Haddad
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3 votes
Hi Christine, just making sure I understand what you'd like to see here. Would this be to sort all organisations you have access to from your My Xero page ordered by the # of unreconciled items ?
Claudia Haddad
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15 votesClaudia Haddad
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231 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
An error occurred while saving the comment Claudia Haddad
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I faced a very time-consuming task after migrating the data from MYOB to Xero through JetConvert. Although the bank transactions were properly processed in MYOB and reconciled in the bank before conversion. The same transactions converted into Xero had an unreconciled status. The bank balances were not matching at all. I couldn't find a solution than going one by one, clicking the column "unreconciled", go to Options, click reconciled and go back to the same screen. The number of transactions were about 400 and 2000 transactions per client. I migrated 10 clients in one shot. I did not expect this extra task so time-consuming. Can you develop a reconcile bulk transactions? JetConvert did not leave the file ready to continue working on it. I feel very frustrated with such repetitive and necessary task.
Claudia Haddad
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1 voteClaudia Haddad
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47 votesClaudia Haddad
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217 votesClaudia Haddad
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I log in and out of Xero dozens of times daily. the little square "Trust this device ticked" never works. Every time I need to log in, I need to go through the process again and again, email, password, authentication.
What I found really annoying and impractical is after keying in the password, the next screen is the authenticator code, if I do not take the mouse and point out into the authentication box, the numbers keyed in goes anywhere. This should be automated as MYOB and QuickBooks, BGL360, CAS360 have and many other accounting softwares. This will save me to watch the screen, I am a fast keyboard processor and this is very annoying.