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  1. Bank Reconciliation - Filter by spend/receive money

    73 votes

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    24 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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    Jamie Sanders commented  · 

    This would speed up my accounting tasks - more important to reconcile my invoices and prevent unnecessary reminders.

    Jamie Sanders supported this idea  · 

  2. Repeating Invoices - Day/Date placeholder option

    180 votes

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    submitted  ·  57 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Jamie Sanders supported this idea  · 

  3. Reporting - Bank Reconciliation report with line details

    10 votes

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    3 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Jamie Sanders commented  · 

    In the "Reconciled transactions" can you add the "why", "who" and "what" to the column filter. It would be extremely useful.

    Jamie Sanders supported this idea  · 

  4. Email template - Placeholder for tax exclusive amount

    15 votes

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    submitted  ·  7 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Jamie Sanders supported this idea  ·