Settings and activity
7 results found
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20 votes
Olivia Jennifer Abreo
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210 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.
Olivia Jennifer Abreo
supported this idea
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An error occurred while saving the comment -
270 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
An error occurred while saving the comment Olivia Jennifer Abreo
commented
Need more banks-Bank of America, Timberland Bank, US Bank
Olivia Jennifer Abreo
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147 votesOlivia Jennifer Abreo
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151 votesOlivia Jennifer Abreo
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370 votesOlivia Jennifer Abreo
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247 votesOlivia Jennifer Abreo
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Need ability to search by description. Rest all are available.