Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Bank reconciliation - summary of multiple accounts

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Matthew Boatswain supported this idea  · 
    An error occurred while saving the comment
    Matthew Boatswain commented  · 

    Consolidate all reconciliation entries for all accounts into a single view.

    It is extremely inconvenient to have to switch between all accounts to view and make reconciliations.

    This issue becomes more problematic with the number of accounts being high. A large number of unnecessary page changes can be eliminated with a consolidated view.

    A single consolidated view could also better visualize the relationships of accounts for automatically suggested reconciliation entries.

  2. Reconciliation - menu to jump to next account to reconcile

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Matthew Boatswain commented  · 

    I agree, this would be a time saver.

    Alternatively I suggested a consolidated view linked below.

    https://productideas.xero.com/forums/967136-banking-chart-of-accounts/suggestions/50796857-consolidated-reconciliation-view

    Matthew Boatswain supported this idea  ·