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  1. Bank | Reconcile period - Ability to delete draft period

    21 votes

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    11 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the support this idea is starting to gain. Our product teams are considering this idea among other improvements as they plan their roadmap and I'll update here if there's progress.

    For the time being, you can change the dates to essentially reset this to the period you want to reconcile.

    To open the period in an editable state from the 'All periods' list:

    • Select the "Continue" button on a draft period, or
    • Select "Edit" on a locked period, then "Continue" in the modal to unlock it

    From there select the 'Edit date range' button in the top right hand side and change the dates to the period you want to work on. You can also click into the "Opening statement balance" and "Closing statement balance" fields to update these.

    Alvaro Bataller Torre shared this idea  · 

  2. Bank | Reconcile period - Allow copy & paste with '$' symbol

    1 vote

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    0 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Alvaro Bataller Torre shared this idea  ·