Bank Account - Add 'Reconciled By' column and filter to Reconciled Transactions
I'm just exploring the new "Reconciled Transactions" page and was just thinking how great it would be if, in addition to the "Method" column, there was something like a "Reconciler" column which would show which user reconciled the transaction. This would also be great as a you only want to review the transactions reconciled by a particular user, e.g., the client as an accountant or the owner of the file might like to review a bookkeeper's reconciling. Or even just to see who is the predominant reconciler would make this feature extremely helpful.
Lili Botfield
shared this idea
Thanks for letting us know what changes matter most to you! Your idea is now in the hands of the community.
Now is a great time to share the post with your team and colleagues to gather more votes. We’ve also opened up the comments so others can chime in on how your suggestion would make their experience with Xero even better.
-
Monica Choo
commented
Two Issues that would help make Auto Reconcile more efficient, in terms of checking.
1. Method Filter
Bank Rules are alamost always 100% correct. But the Memory and Matches are inaccurate and need to be redone. Current Filter is by Auto Reconciled only, I suggest creating a filter by METHOD2. Don't force Default Columns (Causes Horizontal scrolling)
In order to check the autoreconciled transactions, you may need different columns depending on the bank statement/transaction. When you add the columns but are unable to remove the default columns that may be unhelpful, it forces important columns (Like Method if you are trying to check Auto Reconciled Matches) all the way to right and then you have to scroll horizontally. Example Account code may be unhelpful when you are trying to check if the Match on a payment. Or... PAYEE/REFERENCE is unhelpful when you bank feed puts the Name of Payee in Analysis Code.Default Columns - generally, I think you should remove them because in order to be efficient, you want to have everything in view and minimize scrolling, especially horizontal scrolling.
I have a wide screen, but I still need to scroll horizontally because the data is in a container that is being occupied by columns that do not help with the actual checking. Other way is to remove white space or adjust font size / padding so that more data is in the screen or adjust column width (Like Cash Coding)
Cash coding is not pretty, but it is a beloved feature. You can see everything becuase the font is small, the column are adjustable so you can fix what you need.
-
Alex Graham
commented
On the reconciled transactions report it would be really useful to have a filter by Method. There is no way of grouping or sorting the autoreconciled transactions and it is useful to be able to find the ones that have been reconciled by "Memory" or "Prediction" so that these can be checked as these are the ones that sometimes need updating so the auto-rec can learn the correct treatment
-
Vicky Kerby
commented
Filtering on this report for 'method' would make it easier to group how JAX auto rec has reconciled transactions so these can be reviewed quicker.
-
Virginia Sam
commented
Great idea! A 'Reconciled On' showing the date a transaction was entered would also be useful for reconciliation purposes