Bank Reconciliation - Add filter to show Deleted status
Issue - Bank Transactions Auto Deleted by Xero System
Hi Xero, i would like to suggest, please add 'Deleted' status in filter function. Because recently i just imported approximately 10,000 transactions into xero and it stated there 150 are duplicates and auto deleted by xero system, which is not duplicates actually. To find one-by-one, page-per-page really become troublesome for us in Statement Lines section and require lots of time. Also i have tried to open the one i just imported in Statements section, it keeps showing error code 500.
Therefore, the other workaround would probably to find deleted transactions using filter function, but currently the choices only have auto-reconciled, reconciled and unreconciled. Would be better if add another one which is 'Deleted' status, so we can easily find the deleted transaction there and restore them back altogether
Please relook into this issue, thank you
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Bruce Dent
commented
This would make sense to implement given you can already filter by reconciled, auto-reconciled, and unreconciled status. I don't see why you wouldn't also have a filter for 'deleted' status.
Context:
Sometimes Xero doesn't allow a bank statement line to import as it thinks it is a duplicate. In this instance, I want to find and 'restore' that bank statement line (assuming I have confirmed this was not a duplicate).Additionally, Xero does not tell the user which bank statement line wasn't imported. It only tells you how many were not imported.
It can be time consuming trying to identify the false duplicate outside of xero in your original bank statement csv file.
2 solutions:
the 'deleted' status filter would help save time here, as would an indication from Xero on which bank lines were not imported in the initial attempt. -
Lisa Heron
commented
It would be good to have the ability to sort or filter the Bank Statement lines by "deleted" so you don't need to scroll through to find the deleted statement lines.