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  1. 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…

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    Faye Penfold commented  · 

    I want to say as well please that sortation or some sort of filtering option on the reconcilation page would be an absolute solid improvement please. It's annoying knowing that you'd just like to sort or select statment lines from one source all together, or that you want to search for particular entries and hone in one just the one or few that you are looking to find and reconcile. At the moment there is a lot of scrolling through pages to find what you are looking for.

    We just need the 'Search' button from 'Bank Statements' and 'Account Transactions' copied into the 'Reconcile' tab.

    Kind regards, Duncan.