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6 results found
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194 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 Jenelle Daley supported this idea · -
7 votesJenelle Daley supported this idea ·
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3 votesJenelle Daley supported this idea ·
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9 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
Jenelle Daley supported this idea · -
191 votesJenelle Daley supported this idea ·
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162 votesJenelle Daley supported this idea ·
When reconciling manually entered transactions in bank accounts, ability to reconcile in bulk rather than having to do individually.