Settings and activity
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241 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.
Mark Wilson
supported this idea
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159 votes
An error occurred while saving the comment Mark Wilson
supported this idea
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Semi-sticky header.
This would be useful in many areas, but an area where it would be very useful is reconciling bank transactions. Consider you're at the bottom of the page looking at a transaction, and you only have Xero open on one browser tab. You want to run a report or open another bank account targeting a new tab to cross-reference that transaction.
Currently, you have to scroll all the way up to get to the header menu, therefore losing the transaction you wanted to review. It would be great if you could scroll up just a little and the header appeared to access the menu. scrolling back down would hide the header menu.
The type of header is used at https://www.xero.com/uk/xero-practice-manager/