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  1. Reconciliation - Change reporting date for reconciliation of checks

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    Thank you for sharing this detailed idea about how the reporting date is handled for reconciled checks.

    We understand the issue you've described. When a check from a previous period clears the bank, the reconciliation report posts the transaction to the month the check was written, not the month it actually appeared on the bank statement. We can definitely see how this makes it challenging to use the report to verify a specific month's bank activity.

    We're grateful for your engagement and letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how changing the reporting date for reconciled transactions could improve their experience with Xero.

    Julie Painter shared this idea  ·