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  1. Auto bank rec | Reconciled screen - Increase the amount of items per page (>50)

    2 votes

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    1 comment  ·  Automatic bank reconciliation beta  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Aaah, wait apologies I see you mean the reconciled page related to transactions that have been reconciled through auto bank rec.

    Good information to share back with the team, and we'll keep a close eye on the interest for this here. Thanks!

    Ben Jackson shared this idea  · 

  2. Auto Bank Rec - Mass upload auto-coding

    39 votes

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    2 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your idea, Chris. Appreciate how automated coding via an import file would be helpful when onboarding a new client.

    Our product team are paying close attention to feedback coming from our beta users. We'll keep a close eye on others that'd like to see this too, and share if there are any plans.

    Ben Jackson supported this idea  · 
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    Ben Jackson commented  · 

    Just a suggestion on this one, if you manually import and code the first month or two worth of transactions via cash coding, then turn on auto reconcile and import the remainder, this will hugely speed up your process.

    Auto-Reconcile at this point only works when the transactions are pulled into the bank, and so giving it some information with a month or two, and then importing the remainder can really speed up your process.
    When I did this, I worked on a quarterly process, i.e. quarter 1, reconcile everything, quarter 2, import and then reconcile any stragglers, quarter 3, import, reconcile any stragglers, etc