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  1. Bank Reconciliation: Search for transactions across all accounts

    244 votes

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    31 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Nicole Keys commented  · 

    This is a critical requirement for accounts that can have up to 10 sometimes 15 different bank accounts as the business owners have gone to a conference on using money buckets!!! I have multiple clients who have a LOT of bank accounts and i can spend hours looking for matching transfers or just which account they used to pay XYZ. Please update this asap, QB has a good system which remembers the search information so at least it doesn't need to be re-entered for each account.

    Nicole Keys supported this idea  ·