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4 results found

  1. Bank Reconciliation - Option to switch Spend Money to Receive Money

    7 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Morley supported this idea  · 

  2. Bank Reconciliation - Account Transaction / Bank Statements - Pagination at top of page

    58 votes

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    25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sarah Morley supported this idea  · 

  3. Bank Reconciliation: Search for transactions across all accounts

    206 votes

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    26 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. 

    Sarah Morley supported this idea  · 

  4. Hubdoc - Convert bank statement to csv file

    260 votes

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    46 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

    Sarah Morley supported this idea  ·