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4 results found

  1. Bank Reconciliation: Search for transactions across all accounts

    210 votes

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    27 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"

    35 votes

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

    Thanks for sharing how we can improve notes in reports for you. Currently, our product team is currently doing some research to identify areas for improvement in the Notes to Financial Statements in Report Templates.

    We'd like to engage and get input from you all here, which will help the team understand where they can focus their efforts.

    If you'd like to participate and share your thoughts, please fill in our short survey here✍️ - It'll only take a few minutes to complete, and our team would greatly appreciate your contributions to their discovery.

    If you have any colleagues, that have interest in this you're welcome to share the link with them, too. 😊 

    Bailey Jenkins supported this idea  · 

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

    5 votes

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    submitted  ·  3 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

    38 votes

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    submitted  ·  7 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