Bank reconciliation - Allow the user to select One, Multiple or ALL bank accounts to show on the reconciliation screen
Bank reconciliation - Add Bank Account Filter. Allow the user to select One, Multiple or ALL bank accounts to show on the reconciliation scr
Andrew Syme
shared this idea
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Paula Wyeth
commented
Xero is my preferred software, however, after working in another software for some contract work, I found it super efficient that the bank transactions screen has a dropdown to allow the user to choose - a single bank account or all bank accounts and it really does help with efficiently searching an amount or description within a date range.
It also has the option to narrow the search further by selecting from a dropdown - 1. Allocated feeds, 2. Unallocated feeds or 3. All transactions (including a column for bank account name and if it is allocated or not). It makes the viewing of transfers between bank accounts very clear and the transactions can be reconciled/matched from that screen or transfers created from that screen. If transfer is selected, the other side automatically reconciles.
Now that we are seeing improvements to the bank feed in Xero, I really hope Xero can enhance this further. I really need one search screen that offer the option to see allocated and/or unallocated transactions covering all bank accounts.
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Andrew Syme
commented
Make the Bank Account Pull down able to select Multiple / All Bank accounts
