Settings and activity
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154 votes
An error occurred while saving the comment Gavin Thomas supported this idea · -
164 votes
Hi community, we're excited to unveil some enhancements to your bank reconciliation experience in Xero! With our latest developments we're releasing the ability to effortlessly search and filter statement lines based on your preferred criteria, to give you ultimate control and efficiency.
When available to you it'll help save time clicking through pages as you can view more statement lines on your screen. 😊
For the time being, these updates are limited to each bank account so there’s still no way to search across all banks at once.
This is being rolled out to everyone over the next few weeks and I'll return to share when released to you all.
Gavin Thomas supported this idea · -
127 votes
An error occurred while saving the comment Gavin Thomas commentedI want to migrate a client from QB to Xero but until this feature is available I am hesitant to do so since the ability to post recurring receive money transactions is critical to the work I do for this organisation and will cost me a lot of time compared to QB. Really surprised that Xero doesn't offer this pretty basic functionality when even junk software like QB does.....
Gavin Thomas supported this idea ·
I was about to move a client to Xero but have now paused on discovering this feature isn't available. Critical in creating regular reports in Excel using data exported from accounting software. The client is currently on Quickbooks (which has this feature) and I can't move them until this feature is added.