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4 results found

  1. Quotes - Create repeating quotes

    20 votes

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    submitted  ·  3 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Emily Bell supported this idea  · 

  2. Reconciliation: Find and Match - add filters for date ranges

    51 votes

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    submitted  ·  11 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Emily Bell commented  · 

    It would be great if in the reconcile function you could filter out the transactions by date to find items you would like to reconcile easier if there are a lot.

    Emily Bell supported this idea  · 

  3. Bank Reconciliation: Search for transactions across all accounts

    247 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.

    Emily Bell supported this idea  · 

  4. Cash coding - Filter and Search

    66 votes

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    30 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Emily Bell supported this idea  ·