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4 results found

  1. Bank Reconciliation: Search for transactions across all accounts

    239 votes

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    30 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 supported this idea  · 

  2. Financial reports - Do not remove date fields in notes when using "Edit layout"

    37 votes

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    6 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we really appreciate everyone that got involved in the teams research late last year. Appreciate it's been sometime since our last engagement here, but I'd like to share that this is still a feature our teams are investigating a solution for and we expect to be able to share further news if we can progress in the next few months. I'll be back again with more of an update. Thanks!

    Bailey Jenkins supported this idea  · 

  3. Xero HQ - Ability to sort clients by "Unreconciled Items"

    7 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Bailey Jenkins supported this idea  · 

  4. Practice Manager | Client List - Export with all data

    44 votes

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    submitted  ·  10 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Bailey Jenkins supported this idea  · 
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    Bailey Jenkins commented  · 

    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