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Banking & chart of accounts: Reconciliation

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Bank Reconciliation - Show more information in the Reconcile tab, before clicking 'More details'

At the moment you only get a small amount of the bank reference line to see for transactions so I find myself constantly having to click on the details link to reconcile. Can we have the option to display the whole (or at least more) of the reference line?

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Mike Sandys shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, we thoroughly appreciate your support and feedback on how seeing more of the statement line details would be useful, saving you time and clicks when reconciling.

As we continue to develop the way you perform bank reconciliation in Xero our team have a close watch on the ideas we have in this space. I want to be upfront that at this time this isn't something we have planned but this is something our product teams will consider in future planning so I'll share if there are any updates here.

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  • Lynn Marshall commented  ·   ·  Report

    Bank Feed line detail to show full description

    I seem to spend too much time hovering over the description, or clicking on 'more details' in order to see the full description of the bank feed line, as you will see from the screenshot.

    Please could this be an update as I am sure I am not the only user who would benefit from this.

  • Anastasiya Sanders commented  ·   ·  Report

    Hi there,
    For a while now I have noticed that transactions within the bank reconciliation window only show 2 lines (reference & description), therefore you have to click 'more details' to see who the payment is from or to. This is time-consuming. See screenshot attached. Currently there is now way to change this display without clicking 'more delails'. It would be great if product team can revert back to how it use to be.
    Many thanks.

  • Charlotte goodacre commented  ·   ·  Report

    Ability to show a longer description on bank statement lines to enable easier reconcilig without having to hover over the details all the time

  • Lia Demaria commented  ·   ·  Report

    Having an issue with this with Bank of Melbourne bank feeds at the moment.

  • Joanne Thredgold commented  ·   ·  Report

    The most important information in the statement line is usually at the end of it, the bit that is always hidden. I've been asking for this since 2019. Its a bit frustrating to see that the statement lines in the Reconciliation tab are now showing some kind of machine-generated guess about what the purchase is, when people have been asking for ages for the full statement line to be shown. Can anyone explain why Xero is so reluctant to do this simple thing?

  • Joanne Thredgold commented  ·   ·  Report

    This has been an outstanding request for a long time. I first lodged a request for this in July 2019. I see they have now added a line in small text under the statement line to give some kind of indication of what the purchase is, BUT STILL DON'T WANT TO SHOW US THE FULL STATEMENT LINE.

  • Austin Ginder commented  ·   ·  Report

    Agreed. For many transactions this is a huge time wasting for such a UI simple fix. Xero please show the full transaction details on the reconcile page.

    I wrote some Javascript which I use inside of my browser's DevTools. This will replace the shorten description with the full one. Use it once right before you start reconciling.

    https://gist.github.com/austinginder/2d07176beabddb8fbac1f54c60f313d6

  • Ali Karim commented  ·   ·  Report

    Bank Rec Description lines don't show crucial info. Usually the first few words in a bank statement lines are: "faster payment in to the bank 12345678 from ABC Ltd" or something along that line.

    The bank rec module will only show: "Faster payment in..." for example. When the important part is "ABC Ltd". We have to click on more details on each line item which is time consuming and annoying. Can this be fixed please? Description should be fully shown all other info isn't useful enough. Thanks

  • Kylie Connell commented  ·   ·  Report

    Keep "More Details" area open so you don't have to click on it all the time to read the statement detail. If you are a bookkeeper and looking after multiple accounts you don't know what the items are. I feel that if you hover over the information (instead of clicking 'more details' each time) that would save so much time. The classic version of Xero used to show this - why was it removed???

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