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1. Bank Reconciliation - Show more statement lines per page

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   115 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   working on it  ·  AdminHannah G (Admin, Xero) responded

   Hi everyone

   We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.

   I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.

   The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test our concept with a wide range of customers, so you might not be selected for testing depending on the level of interest we receive.

   As we know this is an eagerly anticipated idea, we’ll be sure to return here and share the progress.

   Hi everyone

   We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.

   I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.

   The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please… more

   Marco Muñiz supported this idea  ·  14 September, 2022

2. Bank Reconciliation - Sort and Filter

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   75 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   working on it  ·  AdminHannah G (Admin, Xero) responded

   Hi everyone

   To follow on from Kelly’s last update, the Product team have made a lot of headway in the 'building on beautiful' work which has prepared the platform to more easily build features solving customer problems, like the ones identified in this thread.

   I’m pleased to share that we’re in the early stages of developing a solution that combines increasing the number of statement lines being returned to the page and a search and filter across all of your statement lines.

   The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test our concept with a wide range of customers so you might not be selected for testing depending on the level of interest we receive.

   As we know this is an eagerly anticipated idea, we’ll be sure to return here and share the progress.

   Hi everyone

   To follow on from Kelly’s last update, the Product team have made a lot of headway in the 'building on beautiful' work which has prepared the platform to more easily build features solving customer problems, like the ones identified in this thread.

   I’m pleased to share that we’re in the early stages of developing a solution that combines increasing the number of statement lines being returned to the page and a search and filter across all of your statement lines.

   The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test… more

   Marco Muñiz supported this idea  ·  14 September, 2022
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   Marco Muñiz commented  ·  14 September, 2022  ·  Edit…  ·  delete…

   I have 345 unreconciled items because no real human being reconciles on a daily basis.

   On the other hand, in my hand you'll see I hold a bunch of GST receipts waiting to be reconciled.

   I am faced with very limiting options for me to do this quickly and efficiently. Why do I say this?:

   1. On the 'Reconcile' tabI cannot filter or search by the amount or even date.
   2. I can only see around 12 transactions per page. I can't see, let's say 50 per page.
   3. The 'Account Transactions ' tab seems to show all reconciled and unreconciled transactions. Hurray!!... But what happens next?? Search results won't show unreconciled transactions.

   How...

   ..in the name of (insert here)...

   ...you come up with such a creative approach?

   Save Submitting...