Bank Reconciliation: Search for transactions across all accounts
Can we have the ability to search for a transaction , by amount , payee or description across all bank accounts. Rather than having to go into each bank account and sort dates etc and than search. Having the option to choose all bank accounts, rather than an individual bank account would be awesome.
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
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Nicole Keys commented
This is a critical requirement for accounts that can have up to 10 sometimes 15 different bank accounts as the business owners have gone to a conference on using money buckets!!! I have multiple clients who have a LOT of bank accounts and i can spend hours looking for matching transfers or just which account they used to pay XYZ. Please update this asap, QB has a good system which remembers the search information so at least it doesn't need to be re-entered for each account.
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Padmavathy A commented
Good idea, it will definitely help save time. Please consider this.
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Tarnya Shearman commented
I would love Xero to consider this, as it is so consuming having to search transactions through multiple bank accounts
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Fiona McCallum commented
I think this is an incredibly useful feature that would save me a lot of time. I don't understand why this is not something Xero is considering at this stage.
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Rhonda Wray commented
When searching for a reconciled invoice, have a feature that you can search all bank accounts or select the ones you want to search instead of one bank account at a time. If you currently have this feature I am unable to locate such a setting or feature.
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Murray Thompson commented
In the meantime, you can use the "Find and Recode" tool (Adviser level). This can give you the search functions you are after (and track down that transaction over all bank accounts, invoices, or bills to pay).
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Amber LI commented
This is a very good idea by add Search Feature to make my work more efficient.
Thank you -
Christian Bailey commented
We're transitioning from Quickbooks and we used this feature all the time during bank reconciliation. We see a transaction from a Payee and to check against double- or incorrect billing, need to search all debits to that Payee. With Quickbooks, that's trivially easy. How are we supposed to do it in Xero?
I can only see search by Contact, not by Payee (from the bank feed). But Contact is only coded after Reconciliation. And we still want to be able to search Payee from the original bank feed in case Contact is coded incorrectly.
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Hiren Chavda commented
Search Feature - Could you please add a Search feature as available in the "Bank Statement" tab for the efficient reconciliation to the "Cash Coding" tab & " Reconcile" Tab? This will save around 40% of the time in doing bank reconciliation.
Xero is the most beautiful & user-friendly software. I love it the most. Hence, though to add my need.
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Sally McIntosh commented
Please can you add the ability to search amounts and references across all bank accounts at the same time rather than having to into each one.
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Rubesh Cecil commented
Fantastic idea!!, this will save a lot of time. please consider this.
Thanks
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Gina Fleming commented
A good idea, in the mean time you can use the spyglass function in Xero which will search the whole organisation for that contact/invoice/bank transaction which I find helpful
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Casey Sun commented
- please make a platform to view all payment voucher listing instead of go into each specific bank to see transaction.
all payment listing, receipt listing.
- enable filter function on the top of each column instead of filter by clicking one column to do filter for every platform with this feature -
ACE Finance commented
Absolutely required. My client is even questioning me why this is not inside.
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Jessica Vidler commented
If I want to search for a particular transaction, but I'm unsure which bank account it went through, I'd love to be able to search across all accounts to try and find it. By amount, date, description etc.
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Jenny Draper commented
absolutely 100% required!!!!!
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Lana Smith commented
I was just about to suggest this. It would save so much time! I have to have multiple banks open on different tabs just to find what I'm looking for.
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Linda Smilley commented
AND then be able to code the unreconciled bank feed direct out of the search :-)
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Olivia Jennifer Abreo commented
Need ability to search by description. Rest all are available.
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Sandra Fletcher commented
This is important, such a time waster looking for a payment or receipt in each bank account when client has multiple accounts.