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  1. Bank Reconciliation: Search for transactions across all accounts

    216 votes

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    27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

    You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

    We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

    Gavin Thomas supported this idea  · 

  2. Bank Reconciliation - Repeating spend & receive money transactions

    149 votes

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    submitted  ·  43 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gavin Thomas commented  · 

    I 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  ·