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  1. Bank Reconciliation: Search for transactions across all accounts

    244 votes

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    31 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.

    While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.

    That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.

    If things change we'll gladly share with you all here.

    In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.

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    Sarah Haerewa commented  · 

    I have an add on to this product idea - I would like the ability to search for "Green Match" in the search bar to bring up all matches.

    Sarah Haerewa supported this idea  · 

  2. Hubdoc - Auto-Archive for specific supplier

    3 votes

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    submitted  ·  0 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Sarah Haerewa shared this idea  · 

  3. Hubdoc - Bulk edit and archive documents

    29 votes

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    submitted  ·  10 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Sarah Haerewa supported this idea  · 

  4. Hubdoc - Bulk edit transactions

    59 votes

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    submitted  ·  7 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Sarah Haerewa supported this idea  ·