Settings and activity
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26 votes
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Bailey Jenkins
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243 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.
Bailey Jenkins
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7 votesBailey Jenkins
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44 votesBailey Jenkins
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An error occurred while saving the comment Bailey Jenkins
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It would be very helpful to be able to sort by unreconciled items in Xero HQ and to be able to export this data also
I don't know if this will help anyone, but if the payment always has the same format (i.e. payee = employees name, and description says "payroll week ending [dd mm yy]"), when setting up the bank rule, I like to set up the bank rule so the reference is set to come from the description field. This makes it easier to do the payroll reconciliations when I can see the description that was on the bank statement line and also so I can double check that the rule applied correctly as well