Homepage - Ability to search unreconciled transactions within the homepage
Allow searching for unreconciled transactions from the home page.
Lionel t'Hart
shared this idea
Appreciate the interest this idea is receiving about the new homepage experience. Thanks for your input!
It would be good to clarify here - when you say you'd like to search Unreconciled transactions, would you be wanting to do this across all banks at once, or within each bank widget?
We don't have any plans around this right now, but are continuing to track the interest here.
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Carol Dufour
commented
We used to see the unreconciled transactions on the Home screen - they now don't appear and you have to go to Xero HQ and Insights - which is a pain.
All I want is back where it weas - it worked! Now it doesn't! -
Rhonda Vest
commented
Absolutely necessary it would cut my research time in half!
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Carol Dufour
commented
Seeing unreconciled transactions on the Home Screen is a vital part of my routine!
It shows me if a client has raised a 'discus' and then I can address the issue quickly.
Removing the visibilty of unreconciled items from the Xero Home screen is a big step backwards to productivity.
It worked fine - please reinstate it!!! -
Gil Bennett
commented
We would like to be able to search across all bank accounts. This would be gold for us as we have 6 accounts.
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Cath Lamb
commented
If like me you have a client with multiple bank accounts, payment options etc, then finding a payment without searching through each individual bank account would be good. Its a pain that unreconciled items are not yet searchable
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Lionel t'Hart
commented
Thanks for your response. I'd like to be able to search across all bank accounts at once, regardless of whether the transactions are reconciled or unreconciled.