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Hi Ethan

Thank you for the update.

Within your report pack design can you add the option as at date? You have pre-determined choices for this month, last month, this financial year, and last financial year.

Can you add " at this date" then it only expects an answer in the end date box, the start date box the code will tell it to ignore or replace with null and operate the report on end date only.

selecting the same date in both start and end box is frustrating, time consuming if you are having to track back day by day which sometimes can be necessary.

I think you have the feed back, it just needs resolution, please.

regards
Carolynne

Hi Ethan. Glad to see someone at Xero has tried their own product.

If the issue is the (frankly useless) report pack then give us the option to simply run the previous bank rec. The report pack is just a waste of time (who actually uses these - they should be useful, but like everything Xero development related it is a half baked idea that doesn't really work).

The people who flog your product to clients (ie us accountants) use these reports all the time. These bizarre design choices just make life difficult for us.

Just to clarify though - it's not that it doesn't solve the issue for some users, it simply doesn't do what it is meant to in an efficient manor. We are wasting time adjusting these reports constantly. If anyone at Xero has prepared accounts they will know that you will be running these reports all the time, so this isn't a "once a month" waste of time. Especially if you have a client that hasn't kept their bank up to date, or the bank feed has duplicated/missed transactions (which happens ALL the time with some bank feeds).

Hi Kelly,

I agree with Zac, the process you have outlined does not work. I have sent a screen video to my account handler showing the process you have suggested and how Xero is not reacting as you have described. I have asked my account handler to forward it to you.

Seriously, how hard is it to allow us to be able to set the report to default date of "last month" (or whatever) and save it as a custom report the same as we can do with all our other reports?

Kelly, thanks for taking the time to respond, but have you actually tried your advice? Because I have and it doesn't work like that.

For example, I open the report and the date defaults to today. I change end date to the date I want (that isn't a Xero preset, like last YE) and press update. As the date I picked is before the start date your bank rec defaults to Xero then changes my end date to the start date and then a different end date - which obviously isn't what I want.

That isn't really true though, the field is auto-populated when you generate the report and you're unable to remove the start date.

Then if you input an end date which is earlier than the start date and update the report it is generated with seemingly random dates.

Anyone else dislike the awful new bank reconcilitation report? Much prefer just to enter an 'as at date' - so much quicker than faff around with start and end dates.

On the old reconciliation report you needed to enter one date and the report generated to that date. This was useful for checking bank balances if not everything has been reconciled on the account.

On the current report you need to enter two dates, entering an end date prior to the from date doesn't work unfortunately. It's a minor issue but reduced functionality from the new reports is rather frustrating!

Why was this change done? Agree with comments and feed back I have received from other staff members that the date range has added more time and frustration to the report. Also I don't agree with being able to take out the imported statement balance as the report can now be manipulated to show the bank account balances when it doesn't.

Can we please change back to asking for a particular day for this report instead of a date range?

As accountants we are busy busy busy and I understand everyone is busy today but we are up against HARD DEADLINES almost daily in our business. Every extra "click" added in Xero over the last months have added extra time it takes to do our jobs. The extra clicks it takes to get to the "last month" Bank Rec is stupid crazy. No one reconciles their bank to "today" - we don't even have bank statements to reconcile to until month end and that is what we need our bank recs to reflect.

Who tests these changes?

Annoying, and unnecessary change yet again.

Even the ability to set the default report to the old one rather than the (IMHO) unnecessary "report pack".