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Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

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Community > Feature Requests >
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Vote

Bank reconciliation - Option to apply bank rules automatically

Started by MIKE BLOCK CPA in Feature Requests | Idea

There is no reason we should have to click OK for each transaction matching a Rule. There also is no reason we should have to deal with many transactions, covered by existing Rules, to focus on unclassified transactions. There should be a Seup Option to apply Rules automatically. Setting this Option to default to Off will not affect those who want to review Rule results. However, many will opt to increase the speed of their automated accounting. After all, speed is what Xero is all about. This also will save considerable computer resources for Xero.
Official Xero Reply
Hi all, its been a while since we gave you an update here. We're definitely exploring how to improve your reconciliation process, however exactly how we plan to tackle this is still being hashed out.
Auto-reconciliation isn't something we're looking to add just yet - Do get it'd be great in most places where rules have matched perfectly, however it could quickly become quite troublesome if for any reason a rule is incorrectly applied.
Not to say it won't happen but every little change is considered from both sides of the coin, in the hopes of delivering the best possible solution to you all.
I'll let you know here once plans firm up, and I can share what's coming next in Banking :)
 

Kelly M (Community Manager)