Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Bank Reconciliation: Search for transactions across all accounts

    244 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    31 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    Jishina Oriee supported this idea  · 
    An error occurred while saving the comment
    Jishina Oriee commented  · 

    As a bookkeeper i have noticed that some clients have multiple bank accounts. Can you make the search function include all the bank accounts for that particular client? That way its easier and more effective to find the amount we are searching for.