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3 results found
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157 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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240 votes
Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation
would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.
We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊
It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!
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The rule function is obsolete as Xero makes suggestions on previous postings.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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80 votes
Heya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen.
While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks
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