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  1. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

    171 votes

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    61 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.

    To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.

    In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.

    We know this isn’t ideal, but it’s the most reliable option for now.

    We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.

    Shirley Fallaize supported this idea  · 
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    Shirley Fallaize commented  · 

    When we first started using Xero income and expenses were being transacted through one bank account. Later in the year another bank account was opened and it was added to Xero. Unfortunately many entries were still recorded in Xero against the old bank account rather than the new one by a colleague. I now have the onerous task of manually reinputting these records against the correct bank account and removing from the incorrect one. As with others I am very frustrated that you can edit all fields apart from the bank account used. Surely this is an urgent issue that needs addressing?