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  1. Bank Reconciliation - Search by reference within Account Transactions

    27 votes

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    13 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we understand how being able to search reference from the Account Transactions screen would create more efficiencies for those who've supported here.

    Being open, this isn't something we have plans for extending the search for at present.

    Right now, the best option would be to make use of the search within the Account Transactions report, where you can select the bank account you'd like to search and then can add a filter for Reference.

    If this is something you'd find yourself commonly using you could make sure the Account Transactions report is favourited, and could even save a custom report of the Account Transactions report filtered by the bank account to save you a step.

    For now, we'll continue to watch the interest in this idea grow and share if there are any updates planned. Thanks

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    Emily Lohr commented  · 

    I agree with everyone here. I don't like to clog up my client's contacts for frequent charges like Amazon, Google workspace, Canva, etc. In these instances, I prefer to code the 'client' as the bank account or credit card and then input something descriptive in the reference, like Amazon for example. I would love to see the search in account transactions extend to picking up reference.

    Emily Lohr supported this idea  ·