Settings and activity
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10 votes
HI everyone, returning to the idea here we're going to move this to Not planned. However, we understand wanting to ensure the accuracy of your bank statements and reconciliations in Xero.
As mentioned in my last update - Xero won't automatically delete duplicate statement lines for you, however you can run the Duplicate statement lines report to help identify and remove duplicates, so you can choose which of the statement lines in your bank account you'd like to keep and reconcile.
There is also the Statement exceptions report in the Bank Reconciliation report pack that'll show where statement lines have been deleted in an account due to being a duplicate.
Dan O'Connell
supported this idea
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6 votes
Hi everyone, we appreciate there are different terminologies and that customers would use for different states of the bank reconciliation process within Xero. At this time we don't have changes for implementing what's bing asked here but are continuing to keep a close eye on support for this and will share if there's any progress around this here. Thanks
An error occurred while saving the comment Dan O'Connell
supported this idea
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The terminology of the Bank Transactions tabs are really confusing. You have Reconcile, Cash Coding, Bank Statements, Account Transactions, and Reconcile Period. In the US reconcile typically means reconciled to bank statement, not that it just came in on the bank feed and if you code it is is reconciled. The tabs of Reconcile should be New Transactions, and Cash Coding should be Match/Code. The statuses of bank feed transactions should be "New", "Matched/Coded", and "Reconciled". With outstanding transactions being either labeled "New", or "Matched/Coded". Reconcile and Reconciled should be used ONLY for when transactions are reconciled to the bank statement and are locked down.