Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    511 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    154 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Sonia Connon supported this idea  · 
    An error occurred while saving the comment
    Sonia Connon commented  · 

    This is a critical update that has been too long coming. Users need these Important updates dealt with instead of all the unnecessary redesign of features that are working satisfactorily

    An error occurred while saving the comment
    Sonia Connon commented  · 

    This is a critical feature that needs urgent implementation. I understand that it is a difficult aspect to develop, however if resources are dedicated to the features we need instead of all the unnecessary changes that have been made recently the product would be a better fit for purpose and users would be alot happier. There has been too much negative feedback lately. Please listen.

    An error occurred while saving the comment
    Sonia Connon commented  · 

    This feature is urgently needed. Being unable to select credit notes in the bank reconciliation affects workflow. The ability to select credit notes would improve bank reconciliations.

  2. Bank Reconciliation - Show more statement lines per page

    970 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    116 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we’re excited to share an update that's in the beginnings of rolling 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…

    Sonia Connon supported this idea  ·