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A new look for bank reconciliation in Xero

Posted 1 year ago in Product by Xero
Posted by Xero

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.

391 comments

Theresa
January 31, 2022 at 3.44 pm

Why is Xero not commenting on any of the complaints about this horrible new bank reconciliation screen. They say they listen but we get no feedback from them and the comments go back for months. Are the changing back or giving users the option of using the old version?
Really bad customer service if they cannot let us know what is going on.
Craig McCormick are you going to react to all the complaints?

mel
February 4, 2022 at 11.29 am

I cannot see any benefit from this update. What we actually need is the ability to see the whole transaction descriptions instead of having to expand these individually for each transaction. I am looking for the invoice references in the banking description but all I see is irrelevant text every time. thanks

Robin
February 4, 2022 at 7.57 pm

Sorry, reflex action, but please provide a search or filter option on the bank reconciliation pages, not including it causes a lot of wasted time. Pagination is not a viable solution and after 5 years it is a part of Xero I always dread. Search terms over a certain length don’t work for no apparent reason.

Robin
February 4, 2022 at 8.12 pm

Here’s a suggestion for the reconciliation pages which could save a huge amount of time for users dealing with international payments and regular bank fees:

If the last invoice to a customer involved a bank fee in order to balance / meet the payment total, an algorithm should offer the customer a button “Use last bank fee settings?” if the code of the balancing amount was indeed for Bank Fees. It can then use the previous value and autofill the fields such as To Description Account Tax Rate Region(if present along with other custom fields) Amount GBP (or other default currency).

Robin
February 4, 2022 at 8.15 pm

Why not autoscroll the page back to where the user was at, I have to scroll up after editing details during reconciliation. Make this an option in the settings and turn it off by default to avoid affecting all users who don’t want the feature. Why

Robin
February 4, 2022 at 8.16 pm

Please let us turn this option off by default:
“Show GBP items only”

Fiona
February 10, 2022 at 10.39 pm

The new look is terrible. Its so busy on the screen it hurts my eyes. I preferred the previous view .

Sheree
February 11, 2022 at 9.19 pm

Hate it. Standing Instructions now come up as blank fields and if I filter there is no further details. For me to reconcile them I now need to go into the wages to find the details. Hate this feature. Why change something that worked fine?

Xero Xero
February 16, 2022 at 3.25 pm

Thank you all for sharing your feedback with us over the past few weeks. The team continue to work behind the scenes and we are taking onboard all the feedback we have received to date (both positive and negative) about the new look for bank reconciliation. Please continue to share your thoughts with us as we work on the next iterations. Thank you!

Janet
February 17, 2022 at 9.15 pm

The tiny little window for finding and selecting transactions to match is useless, as is scrolling through multiple pages in this tiny little window. Then if you select a transaction in the tiny little windo the reconciiation page closes. I find this an issue right across Xero. It’s impossible to compare two things – selectiong a transaction opens it, but closes what you are actuallyviewing. drives me nuts

Xero in reply to Janet Xero
February 28, 2022 at 3.53 pm

Hi Janet, thanks for your comment. We’re sorry to hear that you are being driven nuts. Your feedback has been shared with our Product Team so they can look into the matter.

Ali Karim
February 22, 2022 at 6.55 am

Honestly why are you making it all bad!!!
1 show the full description so we dont have to click on the more details to see what the heck is going on.
2. Switch layout to the previous beautiful layout (this one looks like quickbooks really Why!)
3. Let us know if you actually going to do this or not?

Xero in reply to Ali Karim Xero
February 28, 2022 at 3.14 pm

Hi Ali – we’re sorry to hear that you’re not happy with the updates so far. Your suggestions has been passed on to our Product Team, who are currently working on the next iteration and are taking onboard everyone’s feedback. Thanks for your comment.

simon
February 25, 2022 at 2.11 am

unable to connect to TSB bank …… Been going on for months . neither xero or tsb seem to be able to sort this . please advise. cheers Simon

Xero in reply to simon Xero
March 16, 2022 at 10.12 am

Hi Simon, we’re aware of an issue where some TSB bank feeds repeatedly become disconnected in Xero. Our investigations determined that, despite the TSB bank feed being in service, there is a bug in TSB’s systems which is causing the bank connections to disconnect. We have raised the issue with TSB and recommend continuing to re-establish the bank feed connection by entering your online banking credentials until they are able to implement a fix. We apologise for the inconvenience. If you haven’t already, please raise a ticket with our support team so we can keep you informed of any further developments. Thanks!

Anthony
February 27, 2022 at 2.21 pm

This new reconciliation system is truly terrible, save some money, get rid of the developers and reduce your extortionate charges rather than impose this terrible software on us.

Dan Murphy
May 30, 2022 at 10.29 pm

I have to click on ‘more details’ for every single transaction now when reconciling. This is ridiculous. Why don’t you show all the transaction information anymore? Description and Reference only show a few characters now, so all I see is “Visa Purchase…” and I have to click to find out what the purchase is. Please add an option to show the full details by default.

Xero in reply to Dan Murphy Xero
June 1, 2022 at 10.31 am

Hi Dan – sorry to hear that the latest update is making you feel frustrated. We really appreciate you taking the time to share your feedback and suggestion with us, which has been passed on to our product teams for consideration.

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