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1. 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

   Debbie Swift supported this idea  ·  14 November, 2022
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   Debbie Swift commented  ·  14 November, 2022  ·  Edit…  ·  delete…

   I have read through the response below and i agree totally.

   I have just made the switch from QB's to Xero in July 2022, and I've spent a bit too long studying and familiarising myself with the program. Whilst taking too long, my reconciliation had swamped up big time. I usually keep on top of this, but I've let them pile up and I've got hundreds and hundredsss to do.

   when i was a member of QBs i would sort out all my receipts on to desk in front of me into piles for each place the money was spent, ie: Caltex pile of receipts, Bunnings pile, ink station pile etc - Id then go into my reconciliation tab on QBs type in Caltex to reconciliation tab, and it would bring up all the amounts from Caltex that needed to be reconciled. Then it was super easy and fast, and Caltex was done, and I moved onto the next.

   Now being a xero customer, I'm so disappointed that were unable to do this on xero, and its so massively time consuming and so annoying, nightmare really.

   I love everything else this far with xero, but every time when I go in to reconcilicilation tab to reconcile, I wanna cry and pull my hair out, I reconcile a few then I log out and leave it (Qbs, i was able to with search reconciles, get hundreds done in one quick sitting). I just keep thinking how much I wanna switch back to Qbs purely only for this function use only.

   Please add this function to Xero

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