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  1. Bank Reconciliation - Add "Last Month" and "This Month" shortcut buttons with item counts to the Reconciliation screen

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    0 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for sharing this suggestion. We understand you’re looking for quick filters like “Last Month” and “This Month”, along with transaction counts, within the bank reconciliation dashboard to help prioritise outstanding items.

    Having these shortcuts and clearer visibility could make it easier to review specific periods and track reconciliation progress.

    I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.


    Adrian McKeown shared this idea  ·