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  1. Bank Reconciliation - Search by reference within Account Transactions

    29 votes

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    15 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, as our product teams keep developing Xero they have been continuing to lean into the forums here to help inform and plan work.

    We appreciate the impact this feature could have to those that have supported the idea here - This in mind I'm pleased to share that we're working on expanding the search capability of the Account Transactions page of the bank account to enable users to search by transaction Reference or Payment reference 🙂

    As soon as this is ready for you to make use of I'll be back to share with you all! Thanks

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    FCTE Accounts commented  · 

    Thank you Kelly and the Dev Team for adding this request to the development schedule.

    We look forward to the ability to search Customer Account Numbers when matching transactions.

    Thank you!

    FCTE Accounts supported this idea  · 

  2. Bank Reconciliation - Choose which columns to show on the Account Transactions and Bank Statements tabs

    10 votes

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    3 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Ann, it'd be good to understand more of the detail that you're seeing on each of these screens that is useful to you - Perhaps there's a report we can suggest that gives all that you're after? 

    FCTE Accounts supported this idea  · 

  3. Bank Reconciliation: Add the ability to search by contact account number when matching transactions

    55 votes

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    submitted  ·  23 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    FCTE Accounts supported this idea  ·