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  1. Bank Reconciliation: Search for transactions across all accounts

    244 votes

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    31 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.

    While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.

    That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.

    If things change we'll gladly share with you all here.

    In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.

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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  ·