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1 vote
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Konstantin Braverman
shared this idea
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27 votes
Thanks for your feedback and for pointing out how the term "Reconcile" can be confusing—especially for those new to Xero or bookkeeping.
We get that using clearer terms like "Categorise" or "Allocate" might feel more intuitive and help reduce confusion when working through bank reconciliation.
Right now, this idea’s open for feedback and support, so feel free to keep voting and sharing how a change like this could help in your day-to-day.
Konstantin Braverman
supported this idea
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18 votesKonstantin Braverman
supported this idea
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Hi Lacey,
This is because smaller companies and many larger companies I have been a part of do not do book keeping once a month. They do it weekly at least, if not daily. Also, with several accounts we are matching the transaction not just the cards. Many other software systems have a master feed that will be able to see that a transaction is going from one account to another, which is super helpful and speedy.
Having 5 different employees cards it might be best to keep it separate but also to have a way for them to send in receipts at the time of transaction so you can reconcile way more often.