Settings and activity
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232 votes
Angela Barbay
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215 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 Angela Barbay
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7 votesAngela Barbay
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We are reconciling 300+ credit card receipts per day. Invoices are generated automatically, however when the banking facility statement is imported with the payments we have to click OK for each transaction. 95% are correctly suggested matches based on the reference information in the system. Please consider adding this feature or an alternate solution in the very near future.