Reconciliation - show the full statement line
The most important information in the statement line is usually at the end of it, the bit that is always hidden. I've been asking for this since 2019. Its a bit frustrating to see that the statement lines in the Reconciliation tab are now showing some kind of machine-generated guess about what the purchase is, when people have been asking for ages for the full statement line to be shown. Can anyone explain why Xero is so reluctant to do this simple thing?
Joanne Thredgold
shared this idea
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Anita Wildman
commented
100%. We are getting so clever with AI, yet the basic things we are making harder for ourselves. This would be such a simple update I would think.
Bookkeepers/Accounts people are begging you. -
Lynn Marshall
commented
Bank Feed line detail to show full description
I seem to spend too much time hovering over the description, or clicking on 'more details' in order to see the full description of the bank feed line, as you will see from the screenshot.
Please could this be an update as I am sure I am not the only user who would benefit from this.
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Anastasiya Sanders
commented
Hi there,
For a while now I have noticed that transactions within the bank reconciliation window only show 2 lines (reference & description), therefore you have to click 'more details' to see who the payment is from or to. This is time-consuming. See screenshot attached. Currently there is now way to change this display without clicking 'more delails'. It would be great if product team can revert back to how it use to be.
Many thanks. -
Rebecca Fergusson
commented
Needs to be made easier
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Austin Ginder
commented
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Ali Karim
commented
Bank Rec Description lines don't show crucial info. Usually the first few words in a bank statement lines are: "faster payment in to the bank 12345678 from ABC Ltd" or something along that line.
The bank rec module will only show: "Faster payment in..." for example. When the important part is "ABC Ltd". We have to click on more details on each line item which is time consuming and annoying. Can this be fixed please? Description should be fully shown all other info isn't useful enough. Thanks
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Kylie Connell
commented
Keep "More Details" area open so you don't have to click on it all the time to read the statement detail. If you are a bookkeeper and looking after multiple accounts you don't know what the items are. I feel that if you hover over the information (instead of clicking 'more details' each time) that would save so much time. The classic version of Xero used to show this - why was it removed???