We use cookies to make your experience better. By using xero.com, you accept our cookie notice terms.

Brought to you by

A new look for bank reconciliation in Xero

Posted 1 month ago in Product by Emily Henlein
Posted by Emily Henlein

In the weeks ahead, we’ll be rolling out a new update that gives you two ways to view transactions on your bank reconciliation screen. You can choose between an enlarged, zoomed-in view, or a compact view that displays more transactions on screen. Simply move the toggle to choose the view that best suits your needs.

This is all part of the evolution of bank reconciliation at Xero, and brings the design in line with other Xero features, like Single Touch Payroll in Australia and others. Creating a consistent look and feel across our platform not only makes it a seamless experience for you, but also helps newer customers learn how to use Xero.

As we continue to test, learn and refine this feature, please know that we’re listening to your feedback – both positive and negative. In fact, building the compact view is a direct result of your feedback on the initial rollout of the updated design, so thank you. With this update, we can balance your preferences with the need to upgrade our technology and make accessibility improvements over time.

Prioritising human-centric design

Customers are at the centre of everything we do here at Xero. So the accessibility of the products in our global small business platform is really important. The changes to white space and font size may be a little different to what you’re used to, but this makes it more visually accessible for some people, who can use Xero more comfortably in this setting.

We are working diligently to exceed global accessibility standards. While these design changes may take some getting used to, they will ultimately mean a more seamless experience – especially when learning how to use a new feature or switching between tabs.

A better bank reconciliation experience

Our updates to bank reconciliation extend beyond the design you see on your screen – they leverage Xero’s powerful automation capabilities to help you save time, reduce manual data entry and increase accuracy. For example, you’ll soon benefit from our powerful machine learning algorithms that will offer accurate predictions for your transactions’ contact and account codes. 

Bank reconciliation is one of Xero’s most loved features and a critical part of your accounting work. So your opinions are important to our continuous improvement. We’ll continue to take your feedback on board as we test, learn and refine the bank reconciliation experience now and in the future. So please do reach out if you need support or want to share your feedback – we’re always listening.

306 comments

Wendy Roberton
December 2, 2021 at 2.03 pm

Another voice to the chorus of dismay at the new look reconciliation screen. My main beef is that it now requires a much wider window to view the whole of the reconciliation page – takes up a lot of screen space, and can’t be taken in without moving one’s eyes – very tiring. Busy graphics too.

Leave a reply

Your email address will not be published. Required fields are marked *