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  1. Reconciliation - Add Reference without clicking add details

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    6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for sharing how this idea could make your workflow a little simpler when reconciling. While we're continuing to work on efficiencies to reconciling in Xero, I want to be open that adding the reference field to the main screen is not in our short term plans. We're continuing to stay engaged with the interest from our community across ideas in this space and if there is any news we will share with you, here.

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    Nadinne Wilkinson commented  · 

    Having to click ‘add details’ to see what the reference field is every single transaction is incredibly time consuming and frustrating. If the reference field was visible in the reconcile tab it would save so much time. Please make reference field completely visible and get rid of the ‘more details’ click please
    Thank you

    Nadinne Wilkinson supported this idea  ·