Settings and activity
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23 votes
Paul Howlett
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63 votesPaul Howlett
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30 votesPaul Howlett
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159 votesPaul Howlett
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66 votesPaul Howlett
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76 votesPaul Howlett
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108 votesPaul Howlett
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3 votesPaul Howlett
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38 votesPaul Howlett
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12 votesPaul Howlett
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24 votesPaul Howlett
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164 votes
Hi community, we're excited to unveil some enhancements to your bank reconciliation experience in Xero! With our latest developments we're releasing the ability to effortlessly search and filter statement lines based on your preferred criteria, to give you ultimate control and efficiency.
When available to you it'll help save time clicking through pages as you can view more statement lines on your screen. 😊
For the time being, these updates are limited to each bank account so there’s still no way to search across all banks at once.
This is being rolled out to everyone over the next few weeks and I'll return to share when released to you all.
Paul Howlett
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18 votesPaul Howlett
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4 votes
Appreciate your screenshot and can see what you're meaning here, Craig.
While this is not a bug we appreciate this is not ideal and understand why you'd like to be able to view these to items at once. Currently these are two separate features in the Reconcile screen which is why they work in isolation and the More details view can be open and closed while working with Find & Match.
We don't have immediate plans for changing this behaviour, however I've shared with our team and we will let you know if there's any change planned.
Paul Howlett
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9 votesPaul Howlett
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27 votesPaul Howlett
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43 votesPaul Howlett
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66 votes
Hi community, we're aware of the importance of being able to preview page breaks in Xero Reporting is to you, and would like to test a design concept which we've come up with that may not be as interruptive to other workflows as initially thought.
If you'd like to help us to validate this, please Reply to this update, and our team will reach out shortly to connect and find a time that suits to have a conversation. This will involve;
- About a 30 minute video call, during which we'd like to share your screen to demonstrate your workflow and interact with our prototype designs.
- We may ask to record this (which you have the right to decline).
- These sessions will be booked between 8 - 17 May
If we receive an overwhelming response, we may not be able to contact everyone, however I will round back to the idea…
Paul Howlett
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36 votesPaul Howlett
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164 votes
An error occurred while saving the comment Paul Howlett
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This is available in Xero Tax, and yet not in Xero Blue?!?
I sometimes wonder what all the programmers are doing at Xero (other than removing the ability to effectively tab through screens quickly, and without using the mouse)...