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156 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
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Leila Rubner-Petersen
supported this idea
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236 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
An error occurred while saving the comment Leila Rubner-Petersen
commented
The rule function is obsolete as Xero makes suggestions on previous postings. It is a waste of time needing to manually click on each transaction to get it posted when other software like QuickBooks Online allows for automated posting based on bank rules. This is an amazing feature on QBO and very disappointing that Xero isn't doing this.
Leila Rubner-Petersen
supported this idea
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20 votes
An error occurred while saving the comment Leila Rubner-Petersen
commented
We have an accountancy practice where all our clients are on Xero. We are considering moving all over to QuickBooks Online due to the reconciliation features they have including being able to reconcile all balance sheet accounts
Leila Rubner-Petersen
supported this idea
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This is another feature that QuickBooks Online allows which is complete game charger to maintaining control over these accounts and saving bookkeeper time. Complete bananas that Xero doesn't offer this