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.
Helen Jarvis commented
This would save a lot of time. As an addition it would also be useful to be able to search unreconciled transactions by date. I can have approx 30+ transactions being represented by one statement line and to find them all by date would be super useful. However if this is not possible the maximum viewable transactions per page is vital to save time.
Yvonne Hurbuns commented
Our organisation adopts the LEAN philosophy, and I am sure many others do to in some way shape or form. Improving the view of the bank reconciliation page will save time and we all know that time = money. So if we can stream line a process and save time, why not do it.
Julie Oliver commented
Needs adding as soon as possible. We have multiple pages to work though making the task much longer than should be necessary.
Martin McLean commented
Or ... an option to use the original Bank Reconciliation Report, because it is much more practical and presents much better, and is therefore more useful. I need to send the Bank Reconciliation Report to clients asking them to advise what the uncoded transactions are: what would fit on 1 page on the original Report would take 3 pages + in the new Report, and be much more messy and difficult for the client to use to0.
Duncan Leigh commented
This needs adding ASAP. I want to search the reconciliations at my own pace, not be limited by an arbitrary page load cap.
Richard Ponsonby commented
And show more than just the first 30 characters of the bank statement lines. That box is surrounded by white space so why cripple it?
Brandon Favel commented
Agreed! We need the ability to view more than 10 statement lines at a time.
Paul-John Mudie commented
This is the top idea spanning a long time and yet there is no commentary from Xero staff or a plan to implement a solution (as far as I'm aware). I frequent these pages and vote on ideas however I feel it's wasted time without dialogue.
Jennifer INGGS commented
This would be a great help thank you
Austin Ginder commented
Yes please. I'd prefer 100 per page.
Alistair Hooper commented
On other screens that have lists of transactions you can choose whether you see 10, 25, 50 100 or 200 transactions. Would this not be easy/possible for the bank rec too? Alternatively, being able to change the size of the window (even if it is at the expense of the items chosen) would help.
Sandra . commented
View more than 200 statement lines
Anthony Kear commented
More would be nice - but I suspect its an issue with the time to calculate & display the reconciliation suggestions that might be the limiter.
So 20 would be nice but I doubt 50+ is viable
Klaire Sharp commented
Absolutely, I agree there is way too much white space!
Kwei Ma commented
It will be better if user can choose how many lines to show, just like bank statement and other pages
Stuart Mohamed commented
It is not unusual for me to have to process a remittance advice which includes more than 300 lines of invoices/credits. The current set up in Xero is remarkably unfriendly and in my untrained mind wouldn't be that difficult to alter. When using Find and Match, there are only 5 transaction in view making it a constant exercise of scrolling backwards and forwards. Processing one single payment can easily take 45-60 minutes of my time.
Fleur Ogley commented
Please, please, please. I have just moved over from MYOB and now having only 10 lines is so frustrating.
paul Louws commented
This seems to me to be the most simple enhancement for greatest value. On the transactions tab you allow up to 200 lines, this is great when there are a lot of transactions to reconcile, so please make this highly requested enhancement, and also the SORT & FILTER request another excellent recommendation by many. thx Paul
Sarah Jacobs commented
Way too much white space between transactions
Long Le commented
Please please make this happen