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  1. Bank Reconciliation: Automatically recognise and remove duplicate statement lines

    8 votes

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    3 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Dave Sutton commented  · 

    Tool to identify and rectify duplicate transactions in "Account Transactions".
    We often find the bank feeds have doubled-up and unknowingly (or through the automation) we have reconciled duplicate transactions that screws up our reconciled balances in the accounts in Xero. It takes ages to manually identify duplicates.

    Dave Sutton supported this idea  ·