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  1. Bank Reconciliation: Search for transactions across all accounts

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    27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

    You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

    We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

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    Alice Kyobe commented  · 

    I will wait for your response

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    Alice Kyobe commented  · 

    Bank Reconciliation Summary Report - This is a very good Report but please improve on it in order to be more efficient. We would like to be able to tick off or add all the bank accounts that exist in a company in a single run. Currently you can only download 1 bank account reconciliation report at a time into EXCEL. Otherwise it is a wonderful report. Thanks for this. Alice

    Alice Kyobe supported this idea  ·