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.
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test our concept with a wide range of customers, so you might not be selected for testing depending on the level of interest we receive.
As we know this is an eagerly anticipated idea, we’ll be sure to return here and share the progress.
Emma Rosenblatt (Accounts) commented
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
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
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
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
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
"...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.
Andrew Syme commented
@Helen Jarvis - Reconciliation: Find and Match - add filters for date ranges
Richard Ponsonby commented
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
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.
Susan Holtmeulen commented
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
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
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
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.
Angel Garcia commented
Add the option to Show All
Paul-John Mudie commented
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
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.
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Helen Jarvis commented
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
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
Helen Jarvis commented
I mean from within Find and Match - is there one there i have not spotted?
Eve Radford commented
Helen Jarvis - you know there is an option to view by statement or by statement line?