Settings and activity

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1. Navigation - Return to previous screen after viewing/editing a transaction

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   submitted  ·  34 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Ian Scott supported this idea  ·  01 February, 2025

2. Add icon to transaction to show if got documents

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   0 comments  ·  For small businesses » Accounting features  ·  Edit…  ·  delete…  ·  Admin →
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   Ian Scott shared this idea  ·  01 February, 2025

3. Reconciliation - Adding undo option

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   submitted  ·  15 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Ian Scott supported this idea  ·  01 February, 2025

4. Reconciliation - Bulk 'OK' for reconciling bank transactions

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   47 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.

   It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.

   Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.

   With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm, but we keep this top of mind as we continue to make Xero reconciliation even more powerful.

   For now, cash coding in Xero can help save time with bulk reconciliations where you'll find Xero's suggested create transactions, and any bank rules you've set up are also presented - Find out more on how this works on Xero Central 

   Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.

   It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.

   Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.

   With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,… more

   Ian Scott supported this idea  ·  01 February, 2025