Graeme Renson commented
so time consuming! have to get my suppliers to give me 1 invoice for the whole year and pay upfront as its easier than xero Reconciliation wit no filter
Natan Gomes Martins da Conceicao commented
It would be perfect if there was a way to filter a transaction by the "Reconcile" menu, or that had the option to reconcile in the "Bank statement" menu.
Natan Gomes Martins da Conceicao commented
I totally agree
Debbie Swift commented
I have read through the response below and i agree totally.
I have just made the switch from QB's to Xero in July 2022, and I've spent a bit too long studying and familiarising myself with the program. Whilst taking too long, my reconciliation had swamped up big time. I usually keep on top of this, but I've let them pile up and I've got hundreds and hundredsss to do.
when i was a member of QBs i would sort out all my receipts on to desk in front of me into piles for each place the money was spent, ie: Caltex pile of receipts, Bunnings pile, ink station pile etc - Id then go into my reconciliation tab on QBs type in Caltex to reconciliation tab, and it would bring up all the amounts from Caltex that needed to be reconciled. Then it was super easy and fast, and Caltex was done, and I moved onto the next.
Now being a xero customer, I'm so disappointed that were unable to do this on xero, and its so massively time consuming and so annoying, nightmare really.
I love everything else this far with xero, but every time when I go in to reconcilicilation tab to reconcile, I wanna cry and pull my hair out, I reconcile a few then I log out and leave it (Qbs, i was able to with search reconciles, get hundreds done in one quick sitting). I just keep thinking how much I wanna switch back to Qbs purely only for this function use only.
Please add this function to Xero
Dominika Dalos commented
I was wondering if it would be possible click on and reconcile unreconciled bank lines.
So eg. If I'm searching for a bank statement line by the amount and if it is not reconciled yet, I cannot open that statement line from the search option and reconcile it easily but have to go back and find by date in the reconcile or cash coding section.
It would be a huge help if it was possible to click on unreconciled statement lines in the search option and reconcile them there straight away.
Screenshot of unreconciled bank lines without the option to open them attached.
Timea Hoskins commented
Absolutely agree with Alison...
And if you could also filter the matching screen by tracking category, I would literally kiss you! We use categories for trading entities... and have for example one supplier providing same cost services to multiple entities - as you can image trying to guess which invoice from them is for which entity is a nightmare!
Alison Cortes commented
I would like to sort by matched before moving to cash coding screen. then workflow would be match, cash code, transfers.
Melanie Birch commented
The Quotes view defaults to 25 displayed on a page, but with the option of increasing to 50.
Draft invoices default to 50 but with the option of more.
The Bank Reconciliation tab shows just 10 with no option. I understand 10 might be the optimum default when optimising system resources but an option to increase when required would be a considerable improvement.
Lesley Christian commented
Why can't Xero mirror the functions of a bank account to filter by money in, money out, type of transaction, date of transaction etc.
Also the size of the window when selecting multiple transaction for a bulk payment is so inconveniently small - why does it need to be that small?
We receive a batch of customer DD payments each month that contain over 100 different customer payments. It takes a lot of effort to work with only 5 visible transactions at a time when you have over 100 payments to select to match to that DD payment.
You can't even expand the window to give a better view of the transactions to be selected. Why have multiple pages to click through when you can just have the ability to scroll up and down on a web page?!
It's even this window as well for commenting on the post it only give you 4 lines of visible text. There must be plenty of coding around for the software to be adjusted to allow windows to auto expand to fit text, or even manually expanded by the User.
More thought needs to be given to the limitations of Xero and how it can be improved to give a real life enhanced User experience rather than hindering the User.
It would be good to have an update on these requests and comments.
Sandra Cooper commented
I'd like more of a contrast in colour when there is a drop down box to use, the current difference is marginal and difficult to see.
Marco Muñiz commented
I have 345 unreconciled items because no real human being reconciles on a daily basis.
On the other hand, in my hand you'll see I hold a bunch of GST receipts waiting to be reconciled.
I am faced with very limiting options for me to do this quickly and efficiently. Why do I say this?:
1. On the 'Reconcile' tabI cannot filter or search by the amount or even date.
2. I can only see around 12 transactions per page. I can't see, let's say 50 per page.
3. The 'Account Transactions ' tab seems to show all reconciled and unreconciled transactions. Hurray!!... But what happens next?? Search results won't show unreconciled transactions.
..in the name of (insert here)...
...you come up with such a creative approach?
janine moore commented
Filter to show unreconciled invoices
Kwei Ma commented
and search. so people can locate a specific transaction to reconcile
Robin Brinkler commented
I think it would benefit many users if there was a search function on the Bank Reconciliation pages, sometimes it is quite painful to click through every page doing ctrl / cmd F to find a transaction.
Aleksandr Novikov commented
Extremely important!!!!! Xero please look into this should not be that difficult.
paul Louws commented
Sort and filter go well together, eg: Filter by a $ value and Sort answers by date.
I would also like to be able to filter by only SPENT or only RECEIVED, one rarely reconciles both at the same time!
I am so waiting for these overdue enhancements, thx Paul
Thamil Jey commented
It will save a lot of time reconciling the bank.
Charlotte Gaskell commented
On the bank reconciliation ability to search by date, amount or description and match proposed. This would make matching far faster rather than having to make a guess as to which page the item is on. This has been asked before.
Laura Butler commented
it would be really helpful to be able to sort the list of items of items to reconcile on the bank reconciliation by person. it would make it much easier to see when there are several payments or receipts from the same person
Mari Benade commented
I would like to make a suggestion for the Xero design team. When you have a lot of historical transactions to reconcile on the bank account and you are looking for a specific transactions it is very time consuming to click through all the pages when you are looking for that specific transactions.
Would it be possible to add a search button to search that specific transactions date or amount.
Thank you in advance