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Bank Reconciliation - Bank 'statement details' screen covers invoices

There has been an ongoing BUG in Xero, on the bank reconcile screen, when you select more details about the transaction, it covers the invoices. If you have invoice references in the details, you have to close that then select the invoices in the reference. Xero should not cover the invoices, but display the details along the side, see CASE BUG CX0013467462 for full details and screenshot.

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Craig C shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Appreciate your screenshot and can see what you're meaning here, Craig. 

While this is not a bug we appreciate this is not ideal and understand why you'd like to be able to view these to items at once. Currently these are two separate features in the Reconcile screen which is why they work in isolation and the More details view can be open and closed while working with Find & Match. 

We don't have immediate plans for changing this behaviour, however I've shared with our team and we will let you know if there's any change planned. 

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  • Nickalaus Goodman commented  ·   ·  Report

    I agree, I am finding BUGs all in Xero and I dont think they are focused on the right target audience. I hate QBO and was hoping to enjoy Xero. I do like some of their functionality but am finding that they are missing the bar when it comes to use by Accountants/Bookkeepers. They seem to not put any focus on true accounting functions. Like JE can not go to a bank account. Come on really? I have enjoyed everyones comments here, I just wonder if there is a better product out there.

  • Craig C commented  ·   ·  Report

    Hello Kelly, can you confirm you have read the BUG in Case CX0013467462, have seen the screenshot attached to that CASE, and you now understand the issue?

  • Craig C commented  ·   ·  Report

    I checked the demo, it doesn't have reference in the 'more details', I have masked out private data. Its bad design/bug the 'statement details' blocks out the invoices, so unable to select them whilst reviewing the payment ref for that bank transaction.

  • Craig C commented  ·   ·  Report

    Hello, yes I sent screenshot, see the case CX0013467462.