Bank Reconciliation - Filter or view for bank transactions matching bank rules
On the Bank Reconciliation screen, please add a filter or checkbox to show only transactions where Xero has identified a matching bank rule. Essentially, “Here are all the lines that match the criteria of a bank rule.”
At present, these transactions are mixed in with all other unreconciled bank transactions. This means users must work through or scroll past numerous transactions to identify those where a bank rule is available.
A simple filter such as “Bank rule matches only” would allow users to quickly review and reconcile all transactions that have triggered a bank rule in one batch.
This would be particularly useful for accountants, bookkeepers and businesses processing high volumes of bank transactions. It would make bank rules easier to review, help identify rules that are not working as expected, and significantly speed up the reconciliation process.
Adrian Markey
shared this idea
Thanks for sharing this feedback. Having a way to quickly isolate transactions matched by bank rules could make high-volume bank reconciliation easier to manage.
We’ve updated this idea to Gaining Support so we can continue tracking interest. If this would improve your workflow, let us know how you’d like to use it.
