Settings and activity
5 results found
-
190 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
Wendy Lacey
supported this idea
·
-
29 votes
An error occurred while saving the comment Wendy Lacey
supported this idea
·
-
253 votes
Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.
While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.
That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.
If things change we'll gladly share with you all here.
In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.
Wendy Lacey
supported this idea
·
-
Bank Reconciliation - Account Transaction / Bank Statements - Navigation at top of page
-
Screenshot%202026-05-07%20102602.jpg 13 KB -
Screenshot%202026-02-10%20100310.png 3 KB -
Screenshot%202026-02-10%20100322.png 2 KB -
Screenshot 2024-08-14 135509.png 5 KB -
Screenshot 2024-05-15 141329.png 9 KB -
Untitled2222.jpg 9 KB -
Xero example 1.png 6 KB -
Xero Page number banner.pdf 11 KB -
Screenshot 2023-08-16 133534.png 6 KB -
Screenshot 2023-04-20 125114.png 7 KB
95 votesAn 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
·
-
-
264 votes
Hi community, thanks for continuing to share how much time this workflow can take.
Right now, we're building an agent that'll sit within JAX and help you get paid without the need to manually chase your customers, which may help address some of the need for more efficient follow-up and statement management.
Initially, you won’t be able to turn this on for an entire contact group at once. You'll be able to enable it for each individual contact within a group, and JAX will do the handy work of designing a personalised plan to follow up with each one. For some this may be a consolidated statement.
We recognise this doesn't cover every part of the original idea here, including sending statements to a whole contact group in one action. We’ll keep these gaps in consideration for future improvements and will share another update once the JAX agent is…
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
·
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.