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  1. Bank Reconciliation - Filter by spend/receive money

    85 votes

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    30 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone ✨

    Thanks for continuing to share your feedback on this idea. We’ve seen a lot of interest in having more detailed filters in Bank Reconciliation, including separate fields for Spent and Received amounts, and for Bill Numbers and Invoice Numbers 😊

    We understand how clearer filtering would make it easier to review transactions, track activity, and find the right items faster when reconciling.

    We’re moving this idea to Gaining Support so other customers can vote and add comments. The more detail we can gather on the situations where this would help most, the better this helps our team understand the impact and prioritise future improvements ✨

    We’ll continue to monitor the feedback here and share any updates as we have them.

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    Lucinda Monks commented  · 

    This would be really useful, as we handle receipt and spend items separately. It's really hard to see where we are on the spend items when there are a lot of unreconciled receive items that can't be filtered out.

    Lucinda Monks supported this idea  · 

  2. Bank statement - Filter by spent or received

    52 votes

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    submitted  ·  2 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Lucinda Monks commented  · 

    This should be for the filter on the bank reconciliation as well, we handle receipts and spent items separately and it's really see where we're at on spend items when there are lots of unreconciled receipt items that can't be filtered out.

    Lucinda Monks supported this idea  ·