Settings and activity
2 results found
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574 votes
Hi community, We're excited that enhancements to your bank reconciliation experience in Xero are in the process of being rolled out! Some may notice you can now effortlessly search and filter statement lines based on your preferred criteria, giving you ultimate control and efficiency. Plus you’ll be able to view more statement lines on your screen - up to 50 unreconciled statement lines on one page. 🚀
Worth noting here with the interest in getting a narrower view of statement lines that need reconciling on a given or between certain dates - you’ll find with the more option to the right of Search you’ll be able to set a date range and filter down your view 😁If you don't quite have the new features yet, I can assure you they are coming soon, as we ramp up the release of this to everyone over the next few weeks. I'll…
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Ashley Salemon
supported this idea
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10 votes
An error occurred while saving the comment Ashley Salemon
commented
Agree, this would be very useful for our company. It is very annoying that you have to open each invoice to view the note. A column for notes that can be seen from the awaiting payment screen would be very helpful.
Ashley Salemon
supported this idea
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Need the ability to be able to filter transactions by credit card number, we have multiple company credit cards & clicking through each page to find each persons transactions is time consuming, if there was a filter, this would be much easier.