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

    45 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Paula Baldwin commented  · 

    This suggestion got lost in the Bulk OK Reconciling idea, but this is more specific to matching a payment to multiple supplier invoices when reconciling said payment.

    Each month, my client pays a couple of suppliers, a total of 10-20 invoices each.

    To have the ability to enter a date range of invoices paid ie: all Feb 2023 invoices, in Xero when reconciling the payment, is a necessity - I'm not sure why it hasn't been thought of before.

    Please Xero, add "select date range" filter to the Find & Match option - there's plenty of room in the "1. Find & select matching transactions" box, beside the "Search by name or reference" and "Search by amount" options.

    Paula Baldwin supported this idea  · 

  2. Reconciliation - Bulk 'OK' for reconciling bank transactions

    215 votes

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    44 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.

    It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.

    Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.

    With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…

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    Paula Baldwin commented  · 

    Each month, suppliers, who have 20+ transactions, are paid. To have the ability to enter a date range of invoices paid, for Xero to then select just the transactions in this date range, would make reconciling one payment to a supplier so quick when reconciling - I'm not sure why it hasn't been thought of before.

    Please Xero, add "select date range" filter to the Find & Match option - there's plenty of room in the "1. Find & select matching transactions" box, beside the "Search by name or reference" and "Search by amount" options.