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  1. Attach file from Reconcile Tab

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Peter Borgen-Nielsen shared this idea  · 

  2. Bank Reconciliation - Sort and Filter

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    77 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, We're excited that enhancements to your bank reconciliation experience in Xero are in the process of being rolled out! Some may notice you can now effortlessly search and filter statement lines based on your preferred criteria, giving you ultimate control and efficiency. Plus you’ll be able to view more statement lines on your screen - up to 50 unreconciled statement lines on one page. 🚀
    Worth noting here with the interest in getting a narrower view of statement lines that need reconciling on a given or between certain dates - you’ll find with the more option to the right of Search you’ll be able to set a date range and filter down your view 😁

    If you don't quite  have the new features yet, I can assure you they are coming soon, as we ramp up the release of this to everyone over the next few weeks. I'll…

    Peter Borgen-Nielsen supported this idea  · 
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    Peter Borgen-Nielsen commented  · 

    When I am in the 'Account transactions' tab there is a search/filter function that enables me to search for transactions that have been reconciled. I would like something similar in the 'Reconcile' tab, for transactions that have not yet been reconciled.

    The reason for this is that I reconcile my transactions quarterly along the timelines of my VAT return. So I have many suppliers that bill me by Direct Debit monthly such as energy, bank, subscriptions, raw materials etc - in fact most of my transactions are repeating monthly.

    So my process at the moment is to log into a supplier such as British Gas and then I will pull off an invoice for January, then whilst I am logged into British Gas I will pull off the invoices for the other two months (February & March) and then I will reconcile those also. But to reconcile those I need to browse through all of the pages of reconciliations until I find the next British Gas transaction in February, usually I will guess the wrong page and need to go to another and then also I will need to read the transactions on the page to find the British Gas transaction. Then I will need to repeat this for March also and then repeat this process for another 15+ suppliers!

    Wouldn't it be great if on the reconcile tab I could filter for 'British Gas' and then it would show me all transactions yet to be reconciled with "British Gas' in the transaction name, then I could reconcile them all very quickly saving me significant time! I wouldn't have to browse through pages and pages of transactions to find the correct transaction. Also, reconciling based on suppliers is quicker than going by date whereby I would need to log into each supplier multiple times if I don't download all of the invoices at once.

    It would save me a huge amount of time and would be greatly appreciated!