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  1. Bank Reconciliation: Search for transactions across all accounts

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    20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we're excited to unveil some enhancements to your bank reconciliation experience in Xero! With our latest developments we're releasing the ability to effortlessly search and filter statement lines based on your preferred criteria, to give you ultimate control and efficiency. 

    When available to you it'll help save time clicking through pages as you can view more statement lines on your screen. 😊

    For the time being, these updates are limited to each bank account so there’s still no way to search across all banks at once. 

    This is being rolled out to everyone over the next few weeks and I'll return to share when released to you all. 

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    Christian Bailey commented  · 

    We're transitioning from Quickbooks and we used this feature all the time during bank reconciliation. We see a transaction from a Payee and to check against double- or incorrect billing, need to search all debits to that Payee. With Quickbooks, that's trivially easy. How are we supposed to do it in Xero?

    I can only see search by Contact, not by Payee (from the bank feed). But Contact is only coded after Reconciliation. And we still want to be able to search Payee from the original bank feed in case Contact is coded incorrectly.

    Christian Bailey supported this idea  ·