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Bank Reconciliation - Show more information in the Reconcile tab, before clicking 'More details'

At the moment you only get a small amount of the bank reference line to see for transactions so I find myself constantly having to click on the details link to reconcile. Can we have the option to display the whole (or at least more) of the reference line?

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Mike Sandys shared this idea  ·   ·  Report…  ·  Admin →
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  • Jackson Button commented  ·   ·  Report

    Crazy that this is still an issue, it's such a simple UI fix that will enable people to reconcile far faster and the process not be so "clunky" and software restrictive.

  • Simone Walliker commented  ·   ·  Report

    I'd appreciate if the button for 'more details' in bank rec was simply a toggle - so click to see (often invoice number is still hidden) then click to hide again (has to be rehidden because the dialogue box covers other transactions). This would be much faster than having to either relocate the mouse to the X or use the esc key.

  • Gareth & Roanne Scholz commented  ·   ·  Report

    On the reconcile screen please display the whole bank transaction details rather then just the first 19 digits.There's a whole browser screen to utilise so please please help us not have to click more details to simply see what the transaction is!! Huge time saver. Then we can scroll down and find the one we need.

  • Johnny Wallbridge commented  ·   ·  Report

    How there is still no way to add a reference on the Reconcile screen under "Create" tab is mind blowing to me.
    When you have hundreds of transactions that need references, having to click on on "add details" for each one is incredibly time consuming.
    PLEASE add the reference field under or next to the "Why" field.
    Attached is a mockup of how this could look.

  • Elise Coxhell commented  ·   ·  Report

    I fully support this idea. I am incredibly disappointed to see that this suggestion goes back at least as far as 2019 and still has not been implemented. The amount of time this very simple change would save is enormous, not to mention the frustration it would solve also. The current display is the opposite of user-friendly and this basic update would reverse that.

    I cannot express how much I want this change! Please make this a priority, Xero Team!

  • Charlotte goodacre commented  ·   ·  Report

    Ability to show a longer description on bank statement lines to enable easier reconcilig without having to hover over the details all the time

  • Lia Demaria commented  ·   ·  Report

    Having an issue with this with Bank of Melbourne bank feeds at the moment.

  • Joanne Thredgold commented  ·   ·  Report

    This has been an outstanding request for a long time. I first lodged a request for this in July 2019. I see they have now added a line in small text under the statement line to give some kind of indication of what the purchase is, BUT STILL DON'T WANT TO SHOW US THE FULL STATEMENT LINE.

  • Austin Ginder commented  ·   ·  Report

    Agreed. For many transactions this is a huge time wasting for such a UI simple fix. Xero please show the full transaction details on the reconcile page.

    I wrote some Javascript which I use inside of my browser's DevTools. This will replace the shorten description with the full one. Use it once right before you start reconciling.

    https://gist.github.com/austinginder/2d07176beabddb8fbac1f54c60f313d6