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This would be really helpful

We get two deposits into our bank account daily from our card terminal provider (Adyen) and our invoices and payments from our practice management software (Provet) are automatically integrated into Xero. We reconcile the Adyen deposits with the relevant Provet payments and add the transaction fee for each deposits.

When we're reconciling under "1. Find & select matching transactions", it would be really helpful and save us lots of time if we could filter the transactions by date, and whether they are invoices or payments (as ideally I'd want to be able to filter to only the payments from the previous day and select all of them).

I sent the attached screenshot to Xero support and they said to post it here

When I receive payment from my credit card account e.g. Windcave, that payment may include up to 100 customer invoices. The only way I can allocate the payment is to enter either a customer name, an invoice number or amount. This is very, very times consuming. If all of the invoices from my online store are issued with the same date at the Windcave payment, it would be much quicker to simply choose all of the invoices issued on the same date and allocate in bulk. There must be many, many Xero users that must spend a lot of time allocated these credit card receipts.

In the bank reconciliation window, it would be really helpful if the "find and match" feature allowed searching by date range as well as name, reference and amount. This is particularly important where there are a high volume of individual payments of the same amount over a long period of time. This would speed up clean-up work significantly.

I need to reconcile multiple payments against a single payment physically received into the bank account (EFTPOS settlement). I would like to be able to search by date instead of "Search by name or reference / Search by amount". I know I can sort by date either ascending or descending, but it is no substitute as there is a limit of 50 transactions per page, and the function only sorts the current page of transactions, not all of them, so effectively has no use.

This suggestion got lost in the Bulk OK Reconciling idea, but this is more specific to matching a payment to multiple supplier invoices when reconciling said payment.

Each month, my client pays a couple of suppliers, a total of 10-20 invoices each.

To have the ability to enter a date range of invoices paid ie: all Feb 2023 invoices, in Xero when reconciling the payment, is a necessity - I'm not sure why it hasn't been thought of before.

Please Xero, add "select date range" filter to the Find & Match option - there's plenty of room in the "1. Find & select matching transactions" box, beside the "Search by name or reference" and "Search by amount" options.

It would be great if in the reconcile function you could filter out the transactions by date to find items you would like to reconcile easier if there are a lot.

Also would be good if tracking categories was part of this filter. Where tracking categories are used for example as trading entities it will help to ensure the correct invoice is reconciled if suppliers invoice for multiple entities.

This also needs an option to filter payment type so only Eftpos come up to filter out direct debits

This is the most time critical and time costly activity. This would streamline this slow activity tremendously

Thanks for looking into this