Settings and activity
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224 votes
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,…
An error occurred while saving the comment -
156 votes
Ryan Spiteri
supported this idea
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An error occurred while saving the comment Ryan Spiteri
commented
Hi Everyone,
I completely understand the challenge you're facing, having used Xero for over 10 years myself, I’ve always found it incredibly reliable and user-friendly. However, when it comes to reconciling transactions for cash control accounts or Stripe clearing accounts, especially with high transaction volumes (500+ per month in our case), the process of manually clicking "OK" for each one can be extremely tedious and time-consuming.
To address this gap, we’ve developed a custom Chrome extension that enhances Xero’s reconciliation functionality. This tool allows you to bulk reconcile transfers directly from the reconciliation screen. You can either:
Enter the name of a bank rule to reconcile only those matching transactions, or
Instantly reconcile all transactions on the page with just one click.
It’s a simple, efficient solution that saves hours of manual work.
If anyone is interested in seeing how this works or would like a demo, feel free to contact me directly at ryan.spiteri@worqinc.com, I'd be happy to show you how the tool works in action.
Best regards,
Ryan Spiteri
Head of FinTech, worqinc -
3 votes
An error occurred while saving the comment Ryan Spiteri
commented
Hi Everyone,
I completely understand the challenge you're facing, having used Xero for over 10 years myself, I’ve always found it incredibly reliable and user-friendly. However, when it comes to reconciling transactions for cash control accounts or Stripe clearing accounts, especially with high transaction volumes (500+ per month in our case), the process of manually clicking "OK" for each one can be extremely tedious and time-consuming.
To address this gap, we’ve developed a custom Chrome extension that enhances Xero’s reconciliation functionality. This tool allows you to bulk reconcile transfers directly from the reconciliation screen. You can either:
Enter the name of a bank rule to reconcile only those matching transactions, or
Instantly reconcile all transactions on the page with just one click.
It’s a simple, efficient solution that saves hours of manual work.
If anyone is interested in seeing how this works or would like a demo, feel free to contact me directly at ryan.spiteri@worqinc.com, I'd be happy to show you how the tool works in action.
Best regards,
Ryan Spiteri
Head of FinTech, Worqinc
Hello Everyone,
I completely understand the challenge you're facing, having used Xero for over 10 years myself, I’ve always found it incredibly reliable and user-friendly. However, when it comes to reconciling transactions for cash control accounts or Stripe clearing accounts, especially with high transaction volumes (500+ per month in our case), the process of manually clicking "OK" for each one can be extremely tedious and time-consuming.
To address this gap, we’ve developed a custom Chrome extension that enhances Xero’s reconciliation functionality. This tool allows you to bulk reconcile transfers directly from the reconciliation screen. You can either:
Enter the name of a bank rule to reconcile only those matching transactions, or
Instantly reconcile all 'OK' transactions on the page with just one click.
It’s a simple, efficient solution that saves hours of manual work.
If anyone is interested in seeing how this works or would like a demo, feel free to contact me directly at ryan.spiteri@worqinc.com, I'd be happy to show you how the tool works in action.
In the below link you can find a quick demo to showcase the ease of use.
https://youtu.be/K6fp3qeW5Vo
Best regards,
Ryan Spiteri
Head of FinTech
worqinc