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Bank analysis page: i welcome the idea of having 50 items on one page on the bank , (could be more ) but it woudl be better if we could divide the bank date and description into separate columns so we coudl put them into date or description order. Some clients like to pay the same thing over and over again and useful to have that function.Hence why some people choose another software. thank you.

An improvement but ... no way of filtering to show only receipts, which are what we want to look at daily.

This is an improvement, however, does it search all unallocated feeds, or is it only within the 50 on the page? Also can the filter have an option "from all bank accounts" so the search can scan all bank feed bank accounts, not just the one bank feed. Also a filter for allocated and unallocated transactions would be helpful.

So you are only delivering on Half the request.Only Filter functionality ?
Can you please update the Header of this to exclude the sort functionality.
I have created a new product idea for Sorting the reconciliation screen.

Add Sort functionality to the Main Bank reconciliation screen.

By Date, By Description, By Reference, by any text field, By Debit Amount, By Credit Amount and by absolute Amount. Both Ascending and Descending.

We waste so much time doing a search in the Statement tab to see if the transaction has arrived and then having to go back and scroll through to find it in the reconcile tab.
This would save considerable time in our processing.

When I am in the 'Account transactions' tab there is a search/filter function that enables me to search for transactions that have been reconciled. I would like something similar in the 'Reconcile' tab, for transactions that have not yet been reconciled.

The reason for this is that I reconcile my transactions quarterly along the timelines of my VAT return. So I have many suppliers that bill me by Direct Debit monthly such as energy, bank, subscriptions, raw materials etc - in fact most of my transactions are repeating monthly.

So my process at the moment is to log into a supplier such as British Gas and then I will pull off an invoice for January, then whilst I am logged into British Gas I will pull off the invoices for the other two months (February & March) and then I will reconcile those also. But to reconcile those I need to browse through all of the pages of reconciliations until I find the next British Gas transaction in February, usually I will guess the wrong page and need to go to another and then also I will need to read the transactions on the page to find the British Gas transaction. Then I will need to repeat this for March also and then repeat this process for another 15+ suppliers!

Wouldn't it be great if on the reconcile tab I could filter for 'British Gas' and then it would show me all transactions yet to be reconciled with "British Gas' in the transaction name, then I could reconcile them all very quickly saving me significant time! I wouldn't have to browse through pages and pages of transactions to find the correct transaction. Also, reconciling based on suppliers is quicker than going by date whereby I would need to log into each supplier multiple times if I don't download all of the invoices at once.

It would save me a huge amount of time and would be greatly appreciated!

For those of us matching statement lines to bills for clients, particularly with lots of transactions and/or over a period of time, this would be a significant time saver.

I can say that FreeAgent has had this feature for quite some time, although their bill matching process is not as slick as Xero.

While we are on the subject, being able to match to credit notes would be useful too, whilst on the reconciliation screen.

In the past I wrote a Chrome extension which performed basic UI tasks in Xero, such as unticking the "Show GBP Transactions Only" option during reconciliation, where Xero allows you to search for a transaction to match against. Now that AI is able to assist users with writing code, I see an opportunity for Xero to provide the tools to allow users to write their own Xero extensions.

How I see this working:

Xero Smart Scripts

Users are able to enter their own scripts, after accepting responsibility for any changes this might make to their financial records in Xero. Provide an option for a backup / history / time machine backup of your Xero records and if necessary charge extra for the time machine option. This would prevent such user scripts from causing irreperable damage to financial records with no recourse which might happen without this option.

Xero provides the ability for users to share scripts, once they are vetted by the Xero team, so that other users can make use of them too. If a feature gets a lot of traction and adoption, Xero can consider adding this as a permanent or optional feature in Xero. It would allow the community to contribute to improving Xero in real time. This way the users that need new features can help make the situation better for themselves and others, rather than considering alternatives or suffering through any problems that could be easily remedied in short order by the community.

Xero allows users to process some data on the client side (user browser side) for the duration of the browser session in order to take pressure off the Xero servers, as it was previously suggested by Xero staff that searching / filtering transactions is computationally expensive for Xero. If a transaction search is beyond the scope of the default download (say 7 days, 30 days, 3 months, or some other transaction limit) then a download can be requested, which will be run when the servers are able to handle the request, much like PayPal's transaction history downloads where they will email the user once the data is ready to download.

Using machine learning, a chatbot could help users write code, with the chatbot's knowledge of the Xero UI and existing features, it could either help the user write code and test it on sample data (or a copy of real data from the user's accounts in Xero). With the time machine feature, there is less risk of permanent error here. The chatbot could ask the user what they want to achieve, and if this has already been done by another user from the community, it could suggest an existing Xero Smart Script to try out.

The code required to interact with a UI is often quite simple, filtering options might be more difficult, but if Xero had an API which was only accessible from within Xero in a logged in session, I think quite a lot of problems users bring up could be solved by the community.

Need the ability to be able to filter transactions by credit card number, we have multiple company credit cards & clicking through each page to find each persons transactions is time consuming, if there was a filter, this would be much easier.

When reconciling a bank account being able to 'Jump to' a date rather than a page. Searching through 20+ pages to find a specific date is cumbersome.

Can we have the ability to filter the date for different transactions when reconciling bank statements and invoices on Xero. This would make it much easier to find specific statement lines and would be a lot easier than going through all the pages to find the statement line which we need.

In the reconcile screen (bank feed), is there a way to develop a filter so rather than flicking through in date order page to page, being able to filter through unallocated transactions with a search, date range or other filter?

THIS IS SO NEEDED!

You absolutely need to be able to reconcile all of the transactions for a particular supplier.
Paging through hundreds of transactions to try and find them all is incredibly inefficient.

Please get this feature out ASAP.

The Reconcile screen on the bank where you are matching to expenses and sales, is super inefficient. It needs filters like a custom date range, sort options, longer list in a page, and importantly a Key Word filter. I currently have a client with over 1000 transactions to sift through, I would like to be able to filter on the name or description to have similar transactions together.

Need the ability to search and filter transactions on the bank reconciliation page. Search or filter by date, supplier or amount etc. This would stop the need to search through 50 pages of bank transactions to find the right date range or transactions you are looking for. You could also pay off all bills for a supplier without searching all the way through the bank reconciliation pages to find the payment transactions. QBO allows this and it's really useful.

Finally! Thanks for the update, what a nightmare trying to reconcile transactions when you have all the data for a particular supplier and you have to manually navigate through many pages in order to do so!.

We need the ability to search for a specific customer/supplier i.e. FEDEX so we can see all their unreconciled transaction in a screen and match them with the relative invoices. Kashflow has that and makes life so much easier. I am surprised that is not a feature in Xero.

Just a search bar that filters supplier/customer based on search term

I want to say as well please that sortation or some sort of filtering option on the reconcilation page would be an absolute solid improvement please. It's annoying knowing that you'd just like to sort or select statment lines from one source all together, or that you want to search for particular entries and hone in one just the one or few that you are looking to find and reconcile. At the moment there is a lot of scrolling through pages to find what you are looking for.

We just need the 'Search' button from 'Bank Statements' and 'Account Transactions' copied into the 'Reconcile' tab.

Kind regards, Duncan.

This will be very helpful