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  1. Bank Reconciliation: Search for transactions across all accounts

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    26 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    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. 

    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. 

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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  ·