Enter your idea

Hi community, we’re excited to share an update that’s in the beginnings of rolling out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉

We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter

Along with an increased number of statement lines, you’ll also see a search bar showing 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.

We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you’ll be able to filter by date range or minimum and maximum amounts.

This will go live to everyone over the coming weeks so if you don’t quite have it yet, the change will be with you soon. Thank you all, and I’ll be back to confirm once this is live to everyone!

Hi everyone

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 ( https://feedback.xero.com/jfe/form/SV_4IUyP6fLs42UcMC ). 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.

Hey community, thanks for your continued interest and feedback on this idea.

We’ve just rolled out some changes to in-app reconciliation that could also be relevant to this group.

Did you know you can conveniently reconcile transactions on your mobile with the Xero Accounting App?

With our recent update, the Xero Accounting app now includes more transactions on a single page. Enabling you to reconcile faster, and at a place and time that suits.

For more information, check out Xero App ( https://www.xero.com/au/accounting-software/xero-accounting-mobile-app/ ) page ( https://www.xero.com/au/accounting-software/xero-accounting-mobile-app/ )

Thanks for collectively sharing your feedback on showing more statement lines when reconciling a bank account in Xero. Being one of the top supported in Xero Product Ideas currently, we do want to give you an update and set the right expectation.

We began the release of our modernised Bank reconciliation experience in 2021. In reaction to customer feedback and testing we’re continuing to enhance the experience, such as introducing the compact view.

As shared through our building on beautiful article ( https://central.xero.com/s/article/Building-on-beautiful ) –  work behind the scenes is extensive and not all visible but is where a lot of the team’s resources are focused for the time being. While these developments can take time, we’re beginning to think on the next pieces of the puzzle and start investigating opportunities.

Thinking further ahead it’d really help our team to better understand;

• the optimal # of statement lines you’d like to be able to view on the reconcile screen at any one time, and
• any core reasons you feel viewing more statement lines will help you reconcile in Xero