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Banking & chart of accounts: Reconciliation

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Navigation - Buttons at top to navigate between pages of a list

Having a ‘Back to top’, ‘Next’ and ‘Previous’ page link options at the top of the page as well.

Purpose: To save users time from having to scroll the page.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.

For moving between pages of a list, there are a couple of other features that may be useful, such as;

  • Increasing the # of items that are shown per page (available from the bottom of the page)
  • On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
  • Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll always have these options visible and selectable.

For opening of transactions though not available in all areas, within Bills we’ve released a quick view and edit. Enabling you to make changes to transactions on the fly without having to navigate away from the list which may help for some atm.

We’ll consider how we can incorporate these features across other areas of Xero as we keep developing Xero, however want to be open that this isn’t planned in our roadmaps currently.

For the meantime, right clicking and opening a transaction in another browser tab would save having to navigate away from the list.

As navigating pages would be developed separately in each area of Xero, it's most useful for our product teams to gauge interest in each idea separately. We have an existing idea you can join for this within Bank reconciliation, and have started ideas for contacts, bills and invoices that we’d love your feedback through

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  • Sue Hitchcox commented  ·   ·  Report

    Please can we have navigation buttons on bank statements and account transaction tabs at both the top and bottom of the page - or a moving link to take us to the 'next/ previous etc' buttons. When you have the 200 transactions on one page, its an annoyance to scroll down to the bottom to get to these to change the page

  • Julie Cooper commented  ·   ·  Report

    Add the Page Navigation to the TOP of the Customers/Suppliers page.
    Ideally it would be great to have the numbers to click on not just the arrows.

  • Amity Accountant2 commented  ·   ·  Report

    Bank reconciliation "Bank Statements" Tab - Please could you look at the option of adding a column showing the Page number in the Bank Statements Tab.
    For example, when we have more than 100 Bank statement pages to reconcile, it's hard to allocate which Page the Bank transaction is on. Hence, when we search for the Bank transaction, if the Page number is also visible as a column it will be quicker to locate the Bank transaction for reconciliation purposes.

  • Geneva Applebee commented  ·   ·  Report

    It would be so helpful when looking at anything in Xero that has multiple pages to have the ability to choose your page numbers at the top as well as the bottom of the screen without having to scroll to the bottom all of the time.

  • Stephen Cain commented  ·   ·  Report

    How about adding a 'next page/end button' at the TOP of the chart of accounts?

  • Maree Morgan commented  ·   ·  Report

    Can you please give some consideration to making the top blue menu bar in Blue Xero a floating bar? This would enable us to select from it without having to scroll to the top of the current page, and potentially losing where we are up to.

  • Hollie West commented  ·   ·  Report

    Make page number selector available at top of screen, eg on bank reconciling screen

  • Claire Taylor commented  ·   ·  Report

    Also having headings on reports run to stay at top of screen esp when using categories and large Profit & Loss report

  • Amy Russell commented  ·   ·  Report

    At the moment the start/previous or jump to page options are only at the bottom of the page on the bank rec screen.
    It would be really handy if these could be at the top of the screen as well - saves having to scroll down every single time you need to find a transaction/date range

  • Simon Lever commented  ·   ·  Report

    "Add the Page Navigation (Previous / Next / First / Last ) to the TOP of the page."

    This please - critical. Will save so much time when have 200 lines on a page.

  • Janet Miller commented  ·   ·  Report

    Add a ‘Back to top’ button on each page of a long report.

  • Andrew Syme commented  ·   ·  Report

    Add the Page Navigation (Previous / Next / First / Last ) to the TOP of the page.

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