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  1. Increase the amount of items per page on the Reconciled Transactions screen

    1 vote

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    0 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    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