Settings and activity
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6 votes
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Lisa MacHardie
supported this idea
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239 votes
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.
Lisa MacHardie
supported this idea
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782 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Lisa MacHardie
commented
When reconciling the bank, to have the option to search and find any unpaid credit notes - without having marked them as 'paid' beforehand, or having allocated them to an outstanding bill or invoice.
At present, a credit note does not show unless it has been previously marked as 'paid' or already allocated against a bill or invoice; hence reducing the outstanding balance.
Credit notes should be treated in the same way as a bill or an invoice in this scenario. I spend a lot of time having to back to the 'awaiting payment' screen, searching a credit note, manually marking it as paid, before I can then go back into the bank reconciliation screen and match this against a payment - it feels like I am working backwards.Lisa MacHardie
supported this idea
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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.