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  1. Bank reconciliation - Apply bank rules automatically by default

    52 votes

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    16 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen. 

    While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks 

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    Sam Lawrence commented  · 

    Having to click OK on applied rules- does speed up reconciliation, however, automated rules for daily regular transactions would certainly further improve removing the time spent having to click OK! I have just began using Xero and currently I think this is a significant oversight in the continual improvement of development to this platform.

    Sam Lawrence supported this idea  ·