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  1. Bank Reconciliation - Copy details from statement line into spend/receive money

    15 votes

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

    Hi everyone, thanks for all the engagement and feedback so far. It has been awhile since this was raised, so we just wanted to refresh the status of this idea.

    We understand you’re looking for a quicker way to pull details from bank statement lines directly into transaction descriptions, so you can reduce manual typing during reconciliation.

    At the moment, statement line details can be copied into transactions using standard copy and paste, and for repeat transactions, Bank Rules can also help automatically bring through key fields like payee and reference into the description.

    We’ll continue to track feedback and interest from the community for this idea.

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    Accounts Team commented  · 

    Hi Sheena,
    We totally agree too. I have a client who a Stripe bank account feed within their Xero. In order to provide a client branded receipt (customer name and description included) we have to manually create the contact. Then copy the description from the Stripe fee into the description when reconcilling. It's a very lenghty process when the client has lots of Stripe clients!
    Please sort this Xero :)

    Accounts Team supported this idea  ·