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  1. Bank Reconciliation - Report date to default to next period

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sharon Williams supported this idea  · 

  2. Bank Reconciliation - Change terminology from Reconcile to Categorise or Allocate

    11 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for your feedback and for pointing out how the term "Reconcile" can be confusing—especially for those new to Xero or bookkeeping.

    We get that using clearer terms like "Categorise" or "Allocate" might feel more intuitive and help reduce confusion when working through bank reconciliation.

    Right now, this idea’s open for feedback and support, so feel free to keep voting and sharing how a change like this could help in your day-to-day.

    Sharon Williams supported this idea  · 

  3. Bank Rules - Show account, description and tax details

    10 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Thanks for the idea, Garrett. This isn't in any plans at the moment, but we'll keep an eye on it as the team are thinking about this in the wider context of the bank reconciliation process.

    In the meantime a workaround could be to include those details in the title of your bank rule. For example Supplier Name - Motor (20% VAT)

    Sharon Williams supported this idea  ·