Settings and activity

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1. Reconciliation - show the full statement line

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   submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Austin Ginder commented  ·  16 December, 2022  ·  Edit…  ·  delete…

   Same as https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45691177-reconciliation-include-more-reference-details-in

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2. Reconciliation - Include more reference details in the reconcile page

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   submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Austin Ginder commented  ·  16 December, 2022  ·  Edit…  ·  delete…

   Agreed. For many transactions this is a huge time wasting for such a UI simple fix. Xero please show the full transaction details on the reconcile page.

   I wrote some Javascript which I use inside of my browser's DevTools. This will replace the shorten description with the full one. Use it once right before you start reconciling.

   https://gist.github.com/austinginder/2d07176beabddb8fbac1f54c60f313d6

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   Austin Ginder supported this idea  ·  15 December, 2022

3. 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

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   Austin Ginder commented  ·  22 October, 2022  ·  Edit…  ·  delete…

   Yes please. I'd prefer 100 per page.

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   Austin Ginder supported this idea  ·  22 October, 2022