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514 votes
Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…
Carolynne Spencer
supported this idea
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964 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
An error occurred while saving the comment Carolynne Spencer
supported this idea
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12 votes
Hey community! As a few of you have rightly pointed out, the previously posted workaround isn’t suitable if your end date is prior to your start date. In this case, you will have to update both start and end fields.
Thank you to everyone that flagged that, and apologies for the confusion.
Because the the Bank Reconciliation summary lives in the Bank Reconciliation reporting pack, the date picker available is the same as the other bank reports (Bank Statement and Statement Exceptions).
Understand that some users would prefer an ‘as-at’ date instead, similar to the older report. In the meantime, you can select the same date in both fields to achieve this.
As that doesn't quite solve this for some users, we're leaving this idea open to continue to collect and share your feedback with our product team.
An error occurred while saving the comment Carolynne Spencer
commented
Hi Ethan
Thank you for the update.
Within your report pack design can you add the option as at date? You have pre-determined choices for this month, last month, this financial year, and last financial year.
Can you add " at this date" then it only expects an answer in the end date box, the start date box the code will tell it to ignore or replace with null and operate the report on end date only.
selecting the same date in both start and end box is frustrating, time consuming if you are having to track back day by day which sometimes can be necessary.
I think you have the feed back, it just needs resolution, please.
regards
CarolynneAn error occurred while saving the comment Carolynne Spencer
commented
Hi Kelly,
I agree with Zac, the process you have outlined does not work. I have sent a screen video to my account handler showing the process you have suggested and how Xero is not reacting as you have described. I have asked my account handler to forward it to you.
Carolynne Spencer
shared this idea
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"We’ve just rolled out some changes to in-app reconciliation that could also be relevant to this group."
Irrelevant really isn't it?
I don't think Xero thought about the message given with this update, it has apparently improved something in app and left behind the accountants and bookkeepers with multiple clients.
We are not using the app between clients. Even given the size of some mobile devices these days you are not going to find accountants and bookkeepers sitting doing work full time on a mobile device. I suspect many of us have multiple screens and the larger the better.