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  1. Bank Reconciliation: Search for transactions across all accounts

    253 votes

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    32 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.

    Edison Pardo supported this idea  · 

  2. Chart of accounts - Add support for subaccounts

    91 votes

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    41 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for continuing to engage, and sharing your needs in adding more layers to your chart of accounts structure.

    We know especially for some of our US customers that this can sometimes be a show stopper in using of Xero.

    Right now, we do have a product team that have begun exploring the efforts that'd be required to implement a change of this nature - while we can't commit to any development at this point we'll share any progression with you all here. Thanks

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    Edison Pardo commented  · 

    This is a High matter, subaccounts allow us to see organized reporting, the edit layout is not enough.

    Edison Pardo supported this idea  · 

  3. Bank Rules - Ability to import and export

    550 votes

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    120 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.

    As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.

    However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.

    I'll keep you updated of any developments in this space.

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    Edison Pardo commented  · 

    When do you expect to complete this project?

    Edison Pardo supported this idea  ·