Enter your idea

Yes! I want to be able to reconcile only my incoming transactions! then deal with outgoing later.

We kindly request that this feature be implemented at the earliest possible opportunity. We would appreciate Xero's prompt attention to this matter. Thank you for considering our request.

Also would assist if you could select a date range for transactions to reconcile, for example we have 60 day temrs with key suppliers and could have 20+ invoices to pay for a period, being able to select a Supplier and date range should then give this in a minimum number of clicks

Dear Xero Product Team,

I hope this message finds you well. I would like to propose an enhancement to the reconciliation process within Xero that I believe would significantly improve efficiency for all users.

Currently, when reconciling transactions, it can be quite time-consuming to match multiple received payments or spent amounts against their corresponding invoices or bills. To streamline this process, I suggest implementing additional filter options on the Bank Accounts page, specifically under the “Reconcile” tab.

I propose:

1. Filter Improvements: Introduce separate fields for "Spent" and "Received" amounts, as well as for "Bill Numbers" and "Invoice Numbers." This separation will allow for clearer visibility and easier tracking of transactions.

I am confident that these modifications will significantly reduce the time and effort required for reconciling transactions, thereby facilitating a more seamless and user-friendly experience for all stakeholders utilising Xero. If needed, I am open to discussing this further to clarify my suggestions. Please feel free to contact me by phone for a more in-depth conversation.

Thank you for considering this enhancement. I am confident that it will benefit many businesses using Xero.

Best regards,
Waqar Ahmad

Yes, Yes, Yes! Anything to make it easier. This is the worst thing about Xero. Totally agree with Debbie Day too : "Account Transactions - add the page selection functions that are at the bottom of the page to the top so you don't have to scroll to the bottom to flick through pages."

An absolute must have and the sooner the better

This would speed up my accounting tasks - more important to reconcile my invoices and prevent unnecessary reminders.

Reconcile - enable statement transactions to be listed in Spent or Received order by clicking on the words in the same way you can on the Account Transactions page.
Account Transactions - add the page selection functions that are at the bottom of the page to the top so you don't have to scroll to the bottom to flick through pages.

This is such a basic function that I'm amazed that we are still having to ask for it!

This would be extremely helpful.

Allow a filter which enables you to only see paid in or paid out at a time. E.g if I only want to see and reconcile amounts paid in it would show purely that and not amounts /statement lines gone out and vice versa.

add a filter where u can just select all incoming transactions or all outgoing transactions for easier reconciliation

this idea would be very beneficial, please implement

It would be great to be able to filter unreconciled bank transactions in the bank rec so that it displays only spent amounts (and not received amounts).

We have several thousand bank transactions in each month (mostly received amounts) under this entity and it would be great to be able to filter by unreconciled spent amounts only so that these transactions could be matched and processed before we run a weekly report of payables so that this report is accurate.

Thanks.

Marco

Bank Reconcilation, include the ability to filter unreconciled bank statement lines by income or expenditure.

when reconciling the bank - to be able to filter by money in and money out

It would be helpful in the bank reconciliation screen if you could filter by debits and credits

In the search function under the Bank Statements or Account Transactions tab,
It would be great to filter only received or spent transactions.

This would be really useful, as we handle receipt and spend items separately. It's really hard to see where we are on the spend items when there are a lot of unreconciled receive items that can't be filtered out.

I want to be able to do it from the reconcile page. There is already a filter on the reconcile page it just needs a filter to show spent and received.