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  1. 963 votes

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    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

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    Cameron McPherson commented  · 

    Appreciate the update, but I really hope Xero doesn't think this solves the problem... If they think using the mobile app is faster than using their main web app, that's a pretty funny indictment of their web app.

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    Cameron McPherson commented  · 

    The reason some want to see more statement lines is that the Reconcile tab is incapable of searching and filtering.

    I would be fine with either improvement:
    1) Add 25/50/100/all statement lines as an option in the Reconcile tab, or
    2) Add searching, sorting and filtering of the Reconcile tab.

    The Cash Coding tab has sorting, but loses the whole benefit of the matching process.

    Cameron McPherson supported this idea  · 
  2. 404 votes

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    Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.

    With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.

    We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.

    Cameron McPherson supported this idea  · 
  3. 20 votes

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    Cameron McPherson commented  · 

    Agreed. Having a 'view more' or 'view X more' button at the bottom of the drop-down would be hugely helpful. The 'add new organisation' button implies the list is complete when it isn't.

    Even if it's restricted to the current list size, let users change the default order. I'd prefer to see my top 6 companies rather than the Demo Company.

    Cameron McPherson supported this idea  · 
  4. 52 votes

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    Cameron McPherson supported this idea  · 
  5. 227 votes

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    Cameron McPherson supported this idea  · 
  6. 570 votes

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    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…

    Cameron McPherson supported this idea  ·