Settings and activity
4 results found
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20 votes
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Wendy Lacey
supported this idea
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206 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Wendy Lacey
supported this idea
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58 votes
An error occurred while saving the comment Wendy Lacey
commented
Please add page numbers on account transactions tab in bank accounts - top AND bottom, so you can skip to the next page without having to scroll down tons of bank data to get to the "next" page! Thanks
Wendy Lacey
supported this idea
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186 votes
An error occurred while saving the comment Wendy Lacey
commented
Its crazy this isnt possible! I have to run an aged receivables by contact group and completely format a statement myself. Come on Xero, this should be easy to sort!
Wendy Lacey
supported this idea
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In Find and recode, be able change the description of multiple transactions. Sometimes you have added one description to lots of bills and it needs to change to a different description for all of them. Currently you have to go into each and every one to change it. Annoying.