Settings and activity
6 results found
-
965 votes
Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter
Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.…An error occurred while saving the comment An error occurred while saving the comment 
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
·
-
411 votes
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
·
-
25 votes
An error occurred while saving the comment 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
·
-
54 votesCameron McPherson
supported this idea
·
-
232 votesCameron McPherson
supported this idea
·
-
574 votes
Hi community, We're excited that enhancements to your bank reconciliation experience in Xero are in the process of being rolled out! Some may notice you can now effortlessly search and filter statement lines based on your preferred criteria, giving you ultimate control and efficiency. Plus you’ll be able to view more statement lines on your screen - up to 50 unreconciled statement lines on one page. 🚀
Worth noting here with the interest in getting a narrower view of statement lines that need reconciling on a given or between certain dates - you’ll find with the more option to the right of Search you’ll be able to set a date range and filter down your view 😁If you don't quite have the new features yet, I can assure you they are coming soon, as we ramp up the release of this to everyone over the next few weeks. I'll…
Cameron McPherson
supported this idea
·
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.