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572 votes
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…
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Paula Wyeth
commented
In addition to sort and filter, the bank feed screen only needs to be 1 page where we can just keep scrolling down (this is how it works in another software) rather than clicking to view the next pages 1 by 1.
Paula Wyeth
supported this idea
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I encountered a file this week where a search function would have been incredibly helpful. The client sends about 150-200 expenses from DEXT to Draft Bills in Xero for me to open, check, approve and find the payment that matches. I don't know which account he has paid them from and sometimes they are paid from a credit card that isn't linked to Xero (he has his reasons for this but makes it more difficult from a bookkeeping perspective). He also makes mistakes with the amounts that come through from DEXT as he converts some to Aus dollars (DEXT) and the AUD amount doesn't always match to the bank feed amount in Xero. If I had a simple search for the all Xero linked bank accounts by supplier name, or amount, or date range, I could quickly work out if these expenses have been paid from a Xero linked bank account or not. At the moment I am scrolling multiple cash coding screen pages in multiple bank accounts in Xero just to work out if they have been paid from a Xero linked bank account.
If this was in MYOB it would be more simple for me due to the ability to view all bank accounts in one screen and allocate or match to a bill. I prefer Xero to MYOB, no issue there, however one area of MYOB that I find super easy is the bank transactions screen that lists all bank feeds for all bank accounts in one screen as I can search/find transactions so quickly. I have attached a screen shot as an example. With the right hand side drop down there are additional options for extra line items, transfers etc. Makes matching transfers very easy when all bank accounts are listed together.
I am a happy Xero user but I really feel this is a feature request that would be helpful to so many.
Kind regards
Paula