Feature Request: Reconcile Unreconciled Transactions from Search
I have a suggestion regarding reconciling transactions in Xero.
Currently, within the bank statements tab, you can search for a specific amount. If that transaction has already been reconciled, you’re able to select it and are redirected to the reconciled transaction details window, where edits and changes can be made.
However, if the transaction is unreconciled, selecting it does not redirect you to a similar screen. It would be very helpful if clicking on an unreconciled specific transaction from the search results could direct you to the “Add Details” or a reconciliation window, allowing you to reconcile the transaction directly from there.
Having this functionality would improve efficiency and make it much easier to locate and reconcile specific transactions.
Rachel Watson
shared this idea
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