Settings and activity

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1. Bank Reconciliation - Show more statement lines per page

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   115 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
   We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter   
   Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
   We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.
   This will go live to everyone over the coming weeks so if you don't quite have it yet, the change will be with you soon. Thank you all, and I'll be back to confirm once this is live to everyone! 

   Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
   We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter   
   Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
   We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.… more

   Luke Goodin supported this idea  ·  03 May, 2022

2. Reconciliation: Find and Match - add filters for date ranges

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   submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Luke Goodin commented  ·  03 May, 2022  ·  Edit…  ·  delete…

   This also needs an option to filter payment type so only Eftpos come up to filter out direct debits

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   Luke Goodin supported this idea  ·  03 May, 2022
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   Luke Goodin commented  ·  14 April, 2022  ·  Edit…  ·  delete…

   This is the most time critical and time costly activity. This would streamline this slow activity tremendously

   Thanks for looking into this

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