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  1. Bank Reconciliation - Recap transaction option prior to reconciling

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate not the exact feature you're looking for here and will be good to get a sense of the interest of this here. In the meantime, I wanted to make sure you can find this information once reconciled. Those with the Standard or Adviser roles can run the Journal report to view recent impacts to accounts and the user that made each change. 

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    Sandy Gampel commented  · 

    We have wasted so much time poring over the Xero journal report trying to identify the accounts affected by a particular transaction. Every transaction allocated to a certain date will appear on the journal report, resulting in reams of transactions over multiple pages. The accounts relating to one transaction also don't always appear together, but will be spread about amongst other transactions in a different area of the report.

    Sandy Gampel shared this idea  ·