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  1. Bank Reconciliation - Repeating spend & receive money transactions

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    46 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.

    If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.

    Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.

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    David Birnbaum commented  · 

    You should absolutely be putting this on your roadmap. We have regular distributions we want to implement...looks like we might be doing this with Zapier because we can't do it natively in Xero...

    David Birnbaum supported this idea  ·