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  1. Bank Reconciliation - Reconcile against Statement

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    13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all your input into this idea. Right now, our product team are looking into this space and we'd like to invite any US based users in this idea to participate in some early concept testing.
    ✍️If you'd like to be a part of this please fill in this short questionnaire.
    Spots are limited, and please note that we may not be able to contact or schedule everyone who registers their interest.
    We'll round back to share any progress with you all on the idea here.

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    Michelle Taylor commented  · 

    In quickbooks there is a reconciling option where you add your starting date, end date and bank balance (which I know Xero has this report), however in quickbooks you can then tick the transactions that apply and anything that hasn't cleared appears unticked (as shown below). Once reconciled if you change the transaction it tells you that it will affect your bank reconciliation. 1) it would be good to have this ticking option as it is easy to see what items are missing from your bank statement) and 2) prompting that any changes to the month will affect your balance is handy.

    Michelle Taylor supported this idea  ·