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  1. Bank Reconciliation - Filter to show lines with suggested matches

    6 votes

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    submitted  ·  1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Lisa MacHardie commented  · 

    The option to use a filter on the bank reconciliation for anything that has been found as a match - in simpler terms, to filter on anything that can be quickly reconciled vs anything that would be outstanding.

    Lisa MacHardie supported this idea  · 

  2. Bank Reconciliation: Search for transactions across all accounts

    247 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.

    Lisa MacHardie supported this idea  ·