Bank Reconciliation - Add "Last Month" and "This Month" shortcut buttons with item counts to the Reconciliation screen
Show how many lines to reconcile per month:
I only use Xero once month, to do last months accounts. I know some people go in every day, or every few days and reconcile a few transactions, but I just do it all once a month and print the end of month reports. I am sure a large portion of people do this too.
I reconcile all previous months transactions, and run the reports. Say it is 8 April, I don't need to reconcile any transactions for April. I just want to close off March.
Therefore I want the blue "Reconcile X Items" button to show the number left to reconcile in that account for last month, and a different coloured button beside showing how many to reconcile this month.
This way when I think I have caught and reconciled all transactions for last month, I could see a visual indication ie there are no blue / last month transactions still to reconcile.
Currently I have to go into 8 bank accounts and manually check I have done all last months transactions based on the date.
Just need to add a this month / last month button, or have a master reconcile screen that shows these new buttons for all accounts on one page.
Adrian McKeown
shared this idea
Hi everyone, thanks for sharing this suggestion. We understand you’re looking for quick filters like “Last Month” and “This Month”, along with transaction counts, within the bank reconciliation dashboard to help prioritise outstanding items.
Having these shortcuts and clearer visibility could make it easier to review specific periods and track reconciliation progress.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.
