Bank Reconciliation - Filter to show lines with suggested matches
When reconciling the bank, I always like to start with 'quick wins' and attempt to reconcile the suggested matches first. After the recent improvements, surely it now makes sense to add a filter on the bank feed reconciliation screen to 'show lines with suggested matches'?
(This software coding must already exist because there is an option on the cash coding tab to 'Show lines with suggested matches' like in the screenshot)
Mark Steady
shared this idea
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Adrian Markey
commented
I would extend this suggestion to include separate filter options for:
* Transactions with a suggested match
* Transactions matching a bank rule
* Transactions with neitherIn particular, being able to display only statement lines where Xero says, “Here are all the lines that match the criteria of a bank rule” would allow users to review and process their established bank rules as a batch, without sifting through every unreconciled transaction.
This would be especially valuable for accountants and bookkeepers working through high-volume client bank accounts.
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Annick Trobak
commented
Filter by transactions that have matches to them.
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Lisa MacHardie
commented
The option to use a filter on the bank reconciliation for anything that has been found as a match - in simpler terms, to filter on anything that can be quickly reconciled vs anything that would be outstanding.