Settings and activity
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194 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
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Melanie Currie
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51 votesMelanie Currie
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162 votesMelanie Currie
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572 votes
Hi everyone
To follow on from Kelly’s last update, the Product team have made a lot of headway in the 'building on beautiful' work which has prepared the platform to more easily build features solving customer problems, like the ones identified in this thread.
I’m pleased to share that we’re in the early stages of developing a solution that combines increasing the number of statement lines being returned to the page and a search and filter across all of your statement lines.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test…
An error occurred while saving the comment Melanie Currie
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The Reconcile screen on the bank where you are matching to expenses and sales, is super inefficient. It needs filters like a custom date range, sort options, longer list in a page, and importantly a Key Word filter. I currently have a client with over 1000 transactions to sift through, I would like to be able to filter on the name or description to have similar transactions together.
Melanie Currie
supported this idea
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Please add option to select multiple transactions on the Reconcile screen for the bank, so similar transactions can be coded and posted together without a match (ie, bank fees)