Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Bank Reconciliation - Show more information in the Reconcile tab, before clicking 'More details'

    65 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    31 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we thoroughly appreciate your support and feedback on how seeing more of the statement line details would be useful, saving you time and clicks when reconciling.

    As we continue to develop the way you perform bank reconciliation in Xero our team have a close watch on the ideas we have in this space. I want to be upfront that at this time this isn't something we have planned but this is something our product teams will consider in future planning so I'll share if there are any updates here.

    An error occurred while saving the comment
    Austin Ginder commented  · 

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

    An error occurred while saving the comment
    Austin Ginder commented  · 

    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

    Austin Ginder supported this idea  ·