Bank Reconciliation - Make the Find & Match window expandable
On the find and match screen, can we have the ability to expand the size of the window showing the list of transactions, so we spend less time on scrolling. The find and match shows 50 invoices at a time, but you have to scroll to see them.
Jain Jameson
shared this idea
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Brian K. Hlady, CPA
commented
5 at a time is not enough.
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Clare Sears
commented
To be able to adjust the widths of the preset headings (Date, Name, Reference, Spent and Received) when you are trying to find and match in the bank reconciliation screen.
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Ben Bayley
commented
The find and match screen for received payments of invoices is too small. You are constantly having to scroll up and down the list and back and forth between the next screen when you have 50 or so invoices to match to one payment. Can we please make this screen expandable and include more transactions. Thanks
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Stuart Mohamed
commented
Yes, totally agree with Jain. This seems like it could be a reasonably uncomplicated change that would save me heaps of time. I have one or two customers who pay 300+ invoices at a time and I am forever scrolling.
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Gabi Wishart
commented
We have 60+ clients who pay through direct debit which credits the bank account as a single amount. This has to be reconciled as over 400 individual transactions in Xero. We would like to be able to expand the page to view all 50 plus lines. More importantly there should be a "save" option while matching to enable any adjustments and allocations to be made without losing all the previous matches.