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1. Reconciliation - Ability to reconcile clearing, control, and non-bank accounts in Xero

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   77 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  delete…  ·  Admin →
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   submitted  ·  Dana A responded

   Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future. 

   Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet. 

   That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.

   Alternatively, if you’re using an external system, you could look into the Xero App store. 

   Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you have another way you’re achieving this, welcome to share it here :)

   Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future. 

   Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet. 

   That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.

   Alternatively, if you’re using an external system, you could look into the Xero App store. 

   Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you… more

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   Alan Kirby commented  ·  24 April, 2026  ·  Edit…  ·  delete…

   I concur with all below
   Very time consuming with retention tracking on balance sheet sometimes years have to be exported and redone and redone and redone in excel every time a report is requested by directors or senior management or period ending Frustrating and costly and prone to human error (not to mention they have to read supplementary)

   Perhaps you could allow transactions to be posted to non linked "bank accounts/credit cards which we name We could then spend/receive each side to a clearing account that has to always equal zero the bank rec report would at least show out standing retentions and dates in our case. Would be great because could use also for employee clearing accounts Sal sac
   Any way this is old I hope you fix it

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   Alan Kirby supported this idea  ·  24 April, 2026