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  1. Bank Reconciliation - Status terms need to be changed

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

    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

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    Dan O'Connell commented  · 

    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.

    Dan O'Connell supported this idea  ·