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  1. Bank Reconciliation: Cash Coding - Bank Transfers

    155 votes

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Ryan Spiteri supported this idea  · 
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    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

  2. Cash Coding - Add a bulk transfer option

    3 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    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