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243 votes
Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation
would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.
We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊
It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!
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59 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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Leon Skot
commented
good point
True, selecting transactions in bulk would make reconciliation much more efficient and reduce a lot of manual overhead. Interesting to see how different products approach “speed” in workflows - https://alawin.ca/ is an iGaming platform (casino & sports betting) where the emphasis is on fast actions like deposits, game switching and placing bets with minimal friction.