Settings and activity
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6 votes
Hi there 👋, for the example you've provided here you could enter "701" into the search field which would search all unreconciled invoices that include this detail in the Invoice Number field.Â
While not a definitive range this'd enable you to focus on a group of invoices in a sequence - Would this suit for what you're after here?
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Paul Marc Massabni
commented
While I reconcile the bank statement, I want to use "Find & Match" to search for a batch of invoices at once to reconcile a payment.
Like for example if I have 1 payment on the bank side that should settle 10 invoices, I have the
invoices reference on excel list, I want to select all the references and copy paste it in the search field where it should give all the invoices at once so I can select all and match in 1 click. (this would save time rather than searching for each invoice by its own).Paul Marc Massabni
supported this idea
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212 votes
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.Â
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.Â
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.Â
Paul Marc Massabni
supported this idea
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10 votes
An error occurred while saving the comment Paul Marc Massabni
commented
This would help all companies using XERO
An error occurred while saving the comment Paul Marc Massabni
commented
During bank reconciliation, when I want to "Find & Match" to search for invoices to reconcile/allocate payment,
Do you have the option to search for several invoices at once?
For example if I have 1 payment covering 10 invoices, I have these invoices as excel list, I want to select all the invoices and copy paste it in the search field where it can get all the invoices at once so I can "select all" and match in 1 click. (this would save us a lot of time searching for each invoice by its own).
Paul Marc Massabni
supported this idea
·
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While I reconcile the bank statement, I want to use "Find & Match" to search for a batch of invoices at once to reconcile a payment.
Like for example if I have 1 payment on the bank side that should settle 10 invoices, I have the
invoices reference on excel list, I want to select all the references and copy paste it in the search field where it should give all the invoices at once so I can select all and match in 1 click. (this would save time rather than searching for each invoice by its own).