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  1. Bank | Ability to reconcile period - Regions outside CA and US

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

    Hi community, with reconcile period being the most frequently requested feature by our Xero customers in the US and Canada, this feature was released to these regions as a primary. We know in these regions this workflow is more familiar than Xero’s existing bank reconciliation workflow where you categorize and match transactions as you go.

    We're evaluating the need for the feature in other regions but at this stage no decision has been made. Our product teams will continue to track the support for this on the idea here, and I'll be sure to share if there are any updates on expanding this feature to other regions.

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    RAJAN CHETTIAR LLC commented  · 

    We would like to request the addition of a "Reconcile Period" feature in Xero for users outside the US and Canada. This feature is essential, as reconciliation reports are a key part of our monthly financial processes—from the beginning to the end of each month.

    Having the ability to set a specific reconcile period would greatly improve our workflow. It allows for more efficient comparison and reconciliation against monthly bank statements, ensuring accuracy and completeness in our financial reporting.

    RAJAN CHETTIAR LLC supported this idea  ·