Hi community, We're excited that enhancements to your bank reconciliation experience in Xero are in the process of being rolled out! Some may notice you can now effortlessly search and filter statement lines based on your preferred criteria, giving you ultimate control and efficiency. Plus you’ll be able to view more statement lines on your screen - up to 50 unreconciled statement lines on one page. 🚀
Worth noting here with the interest in getting a narrower view of statement lines that need reconciling on a given or between certain dates - you’ll find with the more option to the right of Search you’ll be able to set a date range and filter down your view 😁
If you don't quite have the new features yet, I can assure you they are coming soon, as we ramp up the release of this to everyone over the next few weeks. I'll return to confirm once live for you all!
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[Deleted User] 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.
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Aleksandr Novikov commented
Extremely important!!!!! Xero please look into this should not be that difficult.
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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
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Thamil Jey commented
It will save a lot of time reconciling the bank.
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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.
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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
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Mari Benade commented
Good day,
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
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Jack Milner commented
This would be a great addition and would be very helpful. Hopefully a search function can be added as well as having to go through 20+ pages of bank reconciliation screens to find one transaction can be frustrating
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Libby Bray commented
Amazing idea!
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Laura Sharpe commented
The search function being added to the reconcile tab on the bank accounts would be super useful, not just the bank statements and account transactions tab.
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Linda Bates commented
Being able to filter transactions with a bank match or rule would be awesome too!
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Gina Kontos commented
PLEASE let there be a search by contact name or by amount for unreconciled items. Would make such a difference and save so much time!
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Cheera Taylor commented
sort or search by 'Reference' would make a world of difference!
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Christie Goodwin commented
When a customer has many unreconciled transactions and supplies paperwork to be added to one, it would be handy to search by date or amount rather than guess which page you may need to go by. This feature could help. Also the back and next page buttons at the top and bottom would be great.
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AdminDana A (Admin, Xero) commented
Thank you for submitting your idea, Andrew! Can see how this feature can benefit your workflow.
We'll get to see the interest from community here.
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AdminXero Team (Admin, Xero) commented
Ability to search unreconciled items in a bank account.
Purpose: To save users’ time rather than having to scroll through multiple pages to find the transaction.
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AdminXero Team (Admin, Xero) commented
Ability to automatically match the oldest invoice to the newest.
Purpose: To make users’ save time from manually matching the same transaction from the same client/supplier.