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  1. Bank Reconciliation - Allow Bank Transfer Rules to automatically reconcile both sides of a transfer

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    4 comments  ·  Banking & chart of accounts » Bank accounts  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Peter, thanks for sharing this idea. We understand that for businesses regularly transferring funds between accounts, having both sides of the transfer reconciled automatically would help reduce repetitive steps.

    For now, setting up transfer rules on both bank accounts can help make matching the transactions quicker. We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving transfer reconciliation.


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    Craig Phillips commented  · 

    When reconciling transfers between accounts, it would be great if the reconciliation of the transfer in 1 account automatically updates the other so you don't have to reconcile it in 2 places

    Craig Phillips supported this idea  ·