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A new look for bank reconciliation in Xero

November 2, 2021

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
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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 to align with Web Content Accessibility Guidelines as we continue our journey to make Xero more accessible. While the design changes may take some getting used to, it will ultimately mean a more seamless experience for everyone – 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.

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