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Hi community, We're excited that enhancements to your bank reconciliation experience in Xero are in the process of being rolled out! Some may notice you can now effortlessly search and filter statement lines based on your preferred criteria, giving you ultimate control and efficiency. Plus you’ll be able to view more statement lines on your screen - up to 50 unreconciled statement lines on one page. 🚀
Worth noting here with the interest in getting a narrower view of statement lines that need reconciling on a given or between certain dates - you’ll find with the more option to the right of Search you’ll be able to set a date range and filter down your view 😁If you don't quite have the new features yet, I can assure you they are coming soon, as we ramp up the release of this to everyone over the next few weeks. I'll…
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Guy Butters
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The reply states that there is no "work planned for sort and filtering of bank statement lines right now" but it is possible to search bank statements already. The request is for a similar feature on the bank RECONCILIATION page. The argument that there are too many lines of information to search/sort cannot hold up if such a feature is already being used on the bank statement view, as there are the same number of transactions on each.
All we are asking for, is the same function as is already applied to bank statements and account transactions views, so that we might be able to, for example, reconcile several payments to the same supplier without having to scroll through the full bank reconciliation listing and hoping to spot them.