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  1. Find and Recode - Sort on Find and Recode by description

    142 votes

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    58 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.

    While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.

    To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.

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    Juan Cifuentes commented  · 

    It does not allow to use the filter by “description or reference” as in ACCOUNTS TRANSACTIONS filters.

    Juan Cifuentes supported this idea  · 

  2. Bank Rules - Ability to import and export

    523 votes

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    108 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.

    The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.

    Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.

    We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short…

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    Juan Cifuentes commented  · 

    Allow importing them from another organization (client) or the system.

    Juan Cifuentes supported this idea  · 

  3. Conversion Balances - Add Tracking options

    10 votes

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    6 comments  ·  Users & setup » Conversion balance  ·  Admin →
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    Juan Cifuentes commented  · 

    It does not allow loading accounts including “categories”.

    Juan Cifuentes supported this idea  ·