Settings and activity
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247 votes
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.
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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
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This is a critical part of our workflow when we see a credit card transaction which we think may have been double-billed by the merchant because it was already paid for by an employee on another card.