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Bank Reconciliation - Show more statement lines per page

Ability to show more statement lines during reconciliation in one page.

Purpose: To save users time from scrolling and changing the page.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks again, everyone! I can now confirm we've officially released these changes to all users. 🤗

As a quick recap of what's been released - From the Reconcile page your bank account now shows up to 50 statement lines at once.  There is also a search bar at the top of the page where you can enter details from your statement lines including; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code. Within the search you have filters to help you narrow down the date range or  amounts that you want to reconcile - For more insight on recent changes see our Blog.

We really appreciate your engagement of this over time and sharing with us through the Product Ideas site, here. 

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  • Nicholas Mulock-Houwer commented  ·   ·  Report

    200 lines+ per page would be great, scrolling isn’t the issue for me, hitting “next page” is. Even better than 200, an “all” option. Yes this could take a long time to load, but give us the option with a small warning or something.
    Purpose: To save users time changing the page repeatedly.

  • Vicki Carlisle commented  ·   ·  Report

    I agree with the ability to choose to have 20/50/100 on a page.
    And if the wasted space on the sides of the page can be utilised to show more on the screen as well - my current default back rec screen shows me a whole 2 transactions, if I turn on compact mode I see 3. At present I have to scroll down another 3 screens/pages to see 10 transactions. It should be a single line for a transaction & the matching option/s on a single line.
    If we had the ability - a tick box? - to just see the auto-suggested matches that would be good to quickly clear those in the bank rec.

  • Emma Rosenblatt (Accounts) commented  ·   ·  Report

    I agree with Cameron,

    The reason some want to see more statement lines is that the Reconcile tab is incapable of searching and filtering. At the same time the Cash Coding tab has sorting, but loses the whole benefit of the matching process. So fixing either would help.

    1) Add the options of 25/50/100/all statement lines in the Reconcile tab, or
    2) Add searching, sorting/filtering of the Reconcile tab, or
    3) Add the ability to match in the cash coding tab.

  • Maria McAdam commented  ·   ·  Report

    Support the 20/50/100/all

    Core reason: fewer clicks = more efficient workflow. CTRL+F makes searching easier than the inbuilt search function.

  • Cameron McPherson commented  ·   ·  Report

    The reason some want to see more statement lines is that the Reconcile tab is incapable of searching and filtering.

    I would be fine with either improvement:
    1) Add 25/50/100/all statement lines as an option in the Reconcile tab, or
    2) Add searching, sorting and filtering of the Reconcile tab.

    The Cash Coding tab has sorting, but loses the whole benefit of the matching process.

  • Cass Moore commented  ·   ·  Report

    I also agree with those who have commented to allow the option to select the number of lines i.e. 20/50/100/all.

  • Alli Li commented  ·   ·  Report

    I think the default view should be 25 transactions on screen, but I'd like to see the same option as at the bottom of the Awaiting Payment pages in Sales Overview / Purchase Overview screens -- a drop-down box offering either 10, 25, 50, 100 or 200 lines per page.

    The reason for this is as others have already stated -- helping users to work more efficiently which in turn saves all businesses money.

  • Paul Howlett commented  ·   ·  Report

    "...the optimal # of statement lines you’d like to be able to view on the reconcile screen at any one time..."

    The optimal # of statement lines is going to be different for every single person. Add my voice to the 'give us options!!!' brigade.

    Fine; default to 10, but let us powerusers (often accountants and bookkeepers; you know, people recommending your system to clients) select more, or all. We'll happily wait 5-10 seconds if it lets us see everything at once, and we can Ctrl+F to our hearts' content.

  • Richard Ponsonby commented  ·   ·  Report

    It is not just lines it is the full description in the feed. There is plenty of space on the screen. We need data more than presentation especially if layout truncates the data. It is very irritating and slower to have to flick across the screen and then back to accept.

  • Andrew Syme commented  ·   ·  Report

    Having more lines on the Bank Reconciliation main page would be great, But as each extra line requires further backend processing to find potential matches, this will slow the screen down exponetially. A better solution would be to add sort and filter to the reconciliation screen.
    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44993227-bank-reconciliation-sort-and-filter

  • Susan Holtmeulen commented  ·   ·  Report

    The optimal # of statement lines would be ALL for me.

    The core reason for viewing all statement lines is having an overview. Seeing transactions that may be connected and patterns of regular/irregular payments. Scrolling up and down is better than loading a page.

  • Yvonne Hurbuns commented  ·   ·  Report

    I support the suggestions made below. Maybe we should have some sort of tally system to keep track of best preferred suggestions.

  • Patricia Rynne commented  ·   ·  Report

    I agree with those who have commented to allow the option to select the number of lines i.e. 20/50/100/all.

    Reconciling isn't always done linearly. It is frustrating having to switch pages and wait for them to load instead of being able to scroll down to find a transaction.

    I would also agree with others who have brought up the issue of excess white space on the page. It would be useful to NOT have to click "More details" to see basic information for the transaction (such as invoice references which clients ask to be included with the payment to assist with matching). If this white space could be used to allow for more of the detail for each transaction to be displayed, it would help save quite a bit of time.

  • Anne Norman commented  ·   ·  Report

    The entire month - like Quckbooks live / Reckon Accounts desktop has. Reasoning is simple - when there are a lot of transactions in one day (and lets face it, with the current setup there doesnt have to be many transactions before you need to go to the next page ...) it is a lot easier to scroll up and down to find a transaction than to have to wait for another page to load.

  • Paul-John Mudie commented  ·   ·  Report

    Like many online lists - have a check box to allow the user to display 20/50/100/all lines. The core reason why viewing more statement lines is helpful - scrolling is much more time efficient than clicking between pages.

  • Lerissa Palm commented  ·   ·  Report

    If it's a receipt from one customer paying lots of invoices, you might want to look into creating a "clearing account - bank account" for that customer where you transfer the one deposit to the clearing account from the main bank account and then upload the items in the remittance as an "import statement" to the clearing account - Xero will then find and match with the customer invoices if you used them in the statement import.
    Tip for copying PDF's into Excel, copy and paste them into notepad first, then copy and paste from notepad into Excel to get it to recognise the columns.

  • Helen Jarvis commented  ·   ·  Report

    Hi, i don't think i could have explained very well. Apologies. What I mean is when in bank reconciliation and there is a receipt for say 20K made up of 30 different receipts I need to match it to, it would be helpful if there was a date filter along the same lines as amount search and reference search.

  • Eve Radford commented  ·   ·  Report

    Helen - I’m not following why you would need that. When you make a BACS you batch up the invoices (even if you are not using the export function to your bank). Then when it clears the bank it will match. If you want to see what it in a batch before it clears you can go to Account Transactions’ find the batch and right click/open in new tab

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