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  1. Bank Rec - Filter Find and Match by transaction type

    11 votes

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    3 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this idea around being able to further filter the Find and Match options 🙂

    We've reviewed it and moved it to Gaining support. This means the idea is now open for other customers to vote on and comment, which helps build a clearer picture of the level of interest and the different ways this could be useful.

    If further filtering in Find and Match would improve your workflow, it would be helpful to add a vote or comment with a bit more detail on the types of filters you'd want to use and the scenarios where they would make the biggest difference.

    We’ll continue to track the feedback shared here.

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    Martina Mor commented  · 

    provide an an option to remove the newly introduced feature where credit notes show up when selecting transactions for reconciling bank account.
    Unless one refunds these credit notes they have no business showing up in the bank reconcilliations. Unneccessary transactions hinder ease of oversight & complicates the process unneccessarily

    Martina Mor supported this idea  ·