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.
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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.
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Maisarah Rondel commented
I'm pretty sure you can search amounts and payees via the search function on the top right (the magnifying glass).
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Jenny Draper commented
Oh this woudl be an AMAZINGLY HELPFUL Feature!!!!!!!!!!!!!!!!!!!!!!
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Jenny Draper commented
This is a monumental Flaw in this report !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
It is imperitive thatwe can do this "new" reconciliation report for MULTIPLE BANK ACCOUNTS _ how is it a good idea that we do this 20, 30 or 40 sSEPERATE TIMES.
*************PLEASE DO NOT , repeat NOT remove the GOOD, EFFECTIVE "old" reports until this is corrected
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Alice Kyobe commented
I will wait for your response
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Alice Kyobe commented
Bank Reconciliation Summary Report - This is a very good Report but please improve on it in order to be more efficient. We would like to be able to tick off or add all the bank accounts that exist in a company in a single run. Currently you can only download 1 bank account reconciliation report at a time into EXCEL. Otherwise it is a wonderful report. Thanks for this. Alice
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Josh Webster commented
Can we also search across codded and uncoded transactions, Bank link and MYOB essentials both have a global search features that are very useful to see similar prior transactions and how they were codded right there in their version of cash coding.