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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

    41 votes

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

    Great suggestion, Ben! Thanks for your comment here.

    Currently, our automation relies on your Xero organisation's reconciliation history and bank rules, new organisations, or those with a limited history, may find it takes longer for the automation to learn patterns initially.

    To get the most out of automation, we do recommend setting up bank rules, keeping your contacts and chart of accounts up to date, and reconciling frequently.

    When you're just getting set up and started there is also the option of uploading a pre-coded bank statement to help with getting your first few months of spend and receive money transactions created and reconciled quickly.

    We appreciate how this process could help in onboarding new clients and setting up their organisations, and this is something we're exploring. I'll be sure to share any progress of this through the idea here.

    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