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  1. Bank Reconciliation: Search for transactions across all accounts

    206 votes

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    26 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. 

    Rachel Somerville-Cotton supported this idea  · 

  2. XPM - Add multiple email addresses for client

    347 votes

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    submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Rachel Somerville-Cotton supported this idea  · 

  3. Contacts - export Customer list only

    5 votes

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    1 comment  ·  For accountants & bookkeepers  ·  Admin →
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    Rachel Somerville-Cotton commented  · 

    I need to be able to export customers only so that I can reconcile this list against our database

    Rachel Somerville-Cotton shared this idea  ·