Settings and activity
3 results found
-
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.
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?
An error occurred while saving the comment An error occurred while saving the comment 
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
·
-
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.
Paul Marc Massabni
supported this idea
·
-
15 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
·
.jpg){kind=link}
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).