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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!
Nick De Salis
supported this idea
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16 votes
An error occurred while saving the comment Nick De Salis
supported this idea
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This is still a problem in November 2025. It would be particularly helpful to have such a mechanism to automatically post bank items. I would use it to post repeat bank charges. Every time my bank feed is received I know that 50% of the items will be bank charges as I am charged a separate bank charge amount for each item received. Despite all these entries being identified as bank charges using Bank Rules, currently each line has to be posted individually by just clicking "OK" which is a tedious process. Please consider adding this.